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SW

Sarah H. Willson

WALNUT PRIVATE EQUITY PARTNERS
Omaha, NE 68154
Some features on this profile are disabled
CRD#: 4855942
SW

Professional summary

Sarah H Willson, who also goes by Sarah Ostie Henneman, Sarah Henneman Willson, is a registered financial advisor currently at WALNUT PRIVATE EQUITY PARTNERS, LLC located in Omaha, Nebraska.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Sarah has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sarah Ostie Henneman | Sarah Henneman Willson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah H Willson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 3, 2022 - Present

WALNUT PRIVATE EQUITY PARTNERS, LLC

Office #1: 111 S. 108th Ave., Omaha, NE 68154
RIA
CRD#: 168840
Omaha, NE
Past

March 24, 2020 - January 22, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
OMAHA, NE
Past

March 24, 2020 - January 22, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
OMAHA, NE
Past

December 24, 2013 - January 16, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
OMAHA, NE
Past

December 23, 2013 - January 16, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
OMAHA, NE
Past

November 30, 2011 - July 31, 2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
EDINA, MN
Past

November 3, 2011 - July 31, 2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
EDINA, MN
Past

May 6, 2008 - November 2, 2009

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
VASSAR, MI
Past

May 6, 2008 - November 2, 2009

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
VASSAR, MI
Past

March 25, 2008 - April 25, 2008

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
DEWITT, MI
Past

September 15, 2006 - April 25, 2008

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
DEWITT, MI
Past

November 18, 2004 - August 23, 2006

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
FINDLAY, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WP
WALNUT PRIVATE EQUITY PARTNERS, LLC
WALNUT PRIVATE EQUITY PARTNERS, LLC

CRD#: 168840 / SEC#: 801-78492

RIA
Registered Investment Advisory firm - (8/27/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Nebraska
(10/3/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/24/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/11/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/17/2004
General Securities Representative Examination

Current Firm

WP
WALNUT PRIVATE EQUITY PARTNERS, LLC
WALNUT PRIVATE EQUITY PARTNERS, LLC

CRD#: 168840 / SEC#: 801-78492

RIA
Registered Investment Advisory firm - (8/27/2013 Approved)
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Contact information

Main Address
111 S. 108th Ave., Omaha, NE 68154
Mailing Address
Phone number
(402) 991-2201
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WALNUT PRIVATE EQUITY PARTNERS, LLC ADV PART 2A DISCLOSURE BROCHURE (2/18/2026)

Regulatory assets under management

Total Number of Accounts2
AUM (Assets Under Management)$ 172,610,119

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WALNUT PRIVATE EQUITY PARTNERS, LLC

CRD#: 168840Omaha, NE 68154

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