Sarah Johnson, financial advisor Mahtomedi MN

Sarah Johnson

CRD Number: 6398271
Current Firm: Yes Wealth Management

Sarah Johnson (CRD# 6398271) is an Investment Advisor Representative working at Yes Wealth Management in Mahtomedi, MN and has over 8 years of experience in the finance industry.

Similar Advisors
Kristi Andersen, financial advisor Mahtomedi MN
Kristi L. Andersen
CRD# 1682050
Osaic Wealth, Inc.
Similar Advisors
Eric Aanes, financial advisor Mahtomedi MN
Eric M. Aanes
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
Similar Advisors
Alexis Abanto-Wolf, financial advisor Mahtomedi MN
Alexis G. Abanto-Wolf
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name Location Dates Years
S Capital Wealth Advisors, LLC Mahtomedi, MN Jan 2015 - Current 9
S Capital Management, LLC White Bear Lake, MN Aug 2014 - Jan 2015 < 1
The Emily Program Woodbury, MN Aug 2013 - Aug 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2015
Contact Info for Sarah L. Johnson
Phone Number: (651) 426-5854
Registered State(s):
  • LA
  • MN
By the Numbers
  • Total Assets Under Management
    113
    MILLIONS
  • Total Number of Accounts
    352
    ACCOUNTS
  • Average Account Value
    $322,182
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

LA, MN, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.