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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Louise Johnson is an investment advisor representative with Great Valley Advisor Group, Inc.. Sarah is a Certified Financial Planner and has been in the industry since 2014. Sarah is registered in Minnesota, Louisiana and holds the Series 65 license. Sarah specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Sarah's firm manages over $7 billion in assets for over 24,000 clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
10/01/2024 - Present
Great Valley Advisor Group, Inc. (Mahtomedi MN)
IA
Issued 06/17/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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