Sarah Louise Johnson

Employer firm

Great Valley Advisor Group, LLC CRD 123913

$10.6B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

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

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

Current Employers

Employment History

• 01/2015 → Present
  S Capital Wealth Advisors, Llc
  Mahtomedi, MN

Previous Registrations

• 2015-06-24 → 2024-10-10
  Yes Wealth Management
  Mahtomedi, MN
  Mahtomedi, MN

Other Businesses

(1) - North Point Advisor Group - Investment Related - DBA (2) - Great Valley Advisor Group - Investment Related - RIA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-17

Designations

• Certified Financial Planner

Other Names

• Sarah Louise Schneeweis