Sarah Noble has been Member/Retirement Plan Advisor of Accredited Investor Services since January 2025, is not listed as a control person, but directly owns between 10% and 25% of the firm.
Accredited Investor Services, LLC is a St. Cloud, MN firm with $591M under management, 561 clients and 9 advisers across 2 offices, as of its March 2026 filing.
Sarah Noble is an Advisor and owner at AIS Planning. She works with business owners and plan sponsors in the firm's Retirement Plan Services department, helping design, manage and support retirement plans. In 2025 she became an owner at AIS Planning and now also focuses internally on operations and marketing.
Sarah Noble’s longest registration was 3 years at Ais Planning (2019–2023). Before joining Accredited Investor Services in 2023, Sarah Noble was registered through Great Valley Advisor Group, Inc.
- Great Valley Advisor Group, Inc.– · under a yearMinnetonka, MN · Adviser representative · Firm CRD 123913
Investment adviser representative registrations
Sarah Noble is registered as an investment adviser representative in Minnesota, since October 2023.
- MinnesotaSince 16 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 September 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 November 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 May 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Sarah Ann Noble
- CRD
- 5985087
- Firm
- Accredited Investor Services · CRD 148821
- Role
- Member/Retirement Plan Advisor
- Office
- 622 ROOSEVELT ROAD, SUITE 160, St. Cloud, MN 56301
- Registration
- Investment adviser registration
- In the industry since
- February 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aisplanning.com
Where does Sarah Noble work?
Sarah Noble has been Member/Retirement Plan Advisor of Accredited Investor Services, LLC since January 2025.
Is Sarah Noble a financial advisor?
Yes. Sarah Noble has a current investment-adviser registration in Minnesota, through Accredited Investor Services since October 2023.
How many years of experience does Sarah Noble have?
Sarah Noble has 7 years in the financial industry, since February 2019, across 2 adviser firms.
What exams has Sarah Noble passed?
Sarah Noble has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in May 2018. FINRA credited Sarah Noble with the SIE, which began in October 2018.
Where did Sarah Noble work before Accredited Investor Services?
Before Accredited Investor Services, Sarah Noble was registered through Great Valley Advisor Group, Inc., May 2023 to August 2023.
Where is Sarah Noble based?
Sarah Noble’s registered office is in St. Cloud, MN.
Is Sarah Noble registered with FINRA?
No. Sarah Noble has no current broker registration.
How can I verify Sarah Noble’s record?
Search CRD 5985087 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sarah Noble’s full registration record.