Sarah Ann Noble
Investment adviser representative at Ais Planning
12 yearsExperience
1 stateRegistered in
$591MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Ais PlanningOct 2023 to now
- Elevate Collective, LLCApr 2023 to now
- Great Valley Advisor GroupMay 2023 to Aug 2023
- Ais PlanningMar 2019 to May 2023
- Northwestern Mutual Wealth Management CompanyFeb 2019 to Feb 2019
- Northwestern Mutual Insurance CompanyMay 2018 to Feb 2019
- Northwestern Mutual Investment Services LLCApr 2018 to Feb 2019
- Joshua LongneckerDec 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MN).
Ais Planning
Legal name: Accredited Investor Services, LLC
$591MAssets managed
561Clients
10Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5985087
- Firm CRD
- 148821