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Member/retirement Plan Advisor · AIS Planning

Sarah A. Noble

CRD 5985087 · Named on Form ADV at one SEC-registered adviser

At a glance

AIS Planning, an SEC-registered wealth manager based in St. Cloud, MN with $591 million in regulatory assets, lists Sarah A. Noble on its Form ADV as Member/retirement Plan Advisor.

Firms and roles

  • AIS PlanningMember/retirement Plan AdvisorWealth manager · St. Cloud, MN · $591M in regulatory assets

AtlasMembers

Sarah’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sarah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.