Sarah Noble
Advisor at AIS Planning
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AIS Planning
Location
St. Cloud, MN 56301
Credentials
Series 63, Series 65
Industry experience
7 years
About
Sarah Noble is a financial advisor at AIS Planning with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at AIS Planning since 2019, with a brief tenure at Great Valley Advisor Group in 2023. Outside of her advisory role, she is the owner and president of Elevate Collective, LLC, a marketing consulting firm specializing in brand awareness, content creation, and video scripting. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans, managing discretionary assets of approximately $335 million through a team of nine advisors. The firm employs model strategies and sub-advisers such as SEI Investments Management Corporation and American Funds, focusing on asset allocation, diversification, and tax-awareness principles in its investment approach.
Client services
Based on AIS Planning
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on AIS Planning
Retirement income strategy
Social Security optimization
General estate planning guidance
College savings (529s, UTMA, etc.)
Tax strategies for small businesses
Fee options
Fixed financial planning fees generally ranging from $200/month to $15,000/quarter
$0 - $1,000,000: 0.75% (3(21) Fiduciary) / 0.90% (3(38) Fiduciary) $1,000,001 - $2,500,000: 0.68% (3(21) Fiduciary) / 0.82% (3(38) Fiduciary) $2,500,001 - $5,000,000: 0.60% (3(21) Fiduciary) / 0.72% (3(38) Fiduciary) $5,000,001 - $10,000,000: 0.55% (3(21) Fiduciary) / 0.66% (3(38) Fiduciary) $10,000,001 - $25,000,000: 0.45% (3(21) Fiduciary) / 0.54% (3(38) Fiduciary) $25,000,001 - $50,000,000: 0.35% (3(21) Fiduciary) / 0.42% (3(38) Fiduciary) $50,000,001+: Negotiated
Commission-based compensation from insurance product sales by licensed insurance agents associated with the firm
Project-specific services charged at $300/hour with a minimum of $1,800
Minimum fee: Minimum annual fee requirement of $2,500 per year (waivable or negotiable) Fee-only: Fixed fees ranging from $200/month to $15,000/quarter depending on client complexity; initial onboarding fee up to $10,000 (negotiable, can be waived); project-specific fees at $300/hour with a minimum of $1,800; qualified retirement plan consulting fees with initial onboarding fee up to $1,000
Location
622 Roosevelt Road, Suite 160
St. Cloud, MN 56301
Most active in
Sarah N has reported serving >5 clients in these states in the last 12 months.
Minnesota
Work history
AIS Planning
2025 - Present (1 year)
AIS Planning
2023 - 2025 (2 years)
Great Valley Advisor Group
2023 - 2023 (1 year)
Elevate Collective, LLC
2023 - Present (3 years)
AIS Planning
2019 - 2023 (4 years)
Northwestern Mutual Wealth Management Company
2019 - 2019 (1 year)
Northwestern Mutual Insurance Company
2018 - 2019 (1 year)
Northwestern Mutual Investment Services LLC
2018 - 2019 (1 year)
Joshua Longnecker
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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ChFC®, Series 63
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Steven L
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James S
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St. Cloud, MN
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Jason H
CFP®, Series 63, Series 65
St. Cloud, MN
AIS Planning
Jessica G
Series 66
St. Cloud, MN
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Teresa B
Series 65
St. Cloud, MN
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