Nathan Goebel

Employer firm

Ais Planning CRD 148821

$591M regulatory AUM 105 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 05/2017
  St. Cloud State University
  St. Cloud, MN
• 05/2015 → 01/2017
  Northwestern Mutual
  St. Cloud, MN
• 02/2017 → 05/2019
  Wealthcare Inc.
  Cold Spring, MN
• 02/2017 → 05/2019
  Voya Financial Advisors
  Cold Spring, MN
• 06/2019 → 01/2020
  Cetera Investment Services Llc
  St. Cloud, MN
• 06/2019 → 01/2020
  Cetera Investment Advisors Llc
  Saint Cloud, MN
• 02/2020 → Present
  Ais Planning
  St. Cloud, MN

Previous Registrations

• 2019-06-19 → 2020-01-29
  Cetera Investment Advisers Llc
  St Cloud, MN
• 2018-01-02 → 2019-06-06
  Voya Financial Advisors, Inc.
  Cold Spring, MN
  Brooklyn Park, MN
  Melrose, MN

Exams

• S66 Uniform Combined State Law Examination
  2017-11-06

Designations

• Certified Financial Planner

Other Names

• Nathan L Goebel
• Nathan Loren Goebel
• Nate Loren Goebel