Sarah H Willson
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Sarah Ostie Henneman, Sarah Henneman Willson
Similar Advisors
OSAIC WEALTH, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OSAIC WEALTH, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
OSAIC WEALTH, INC.
Years of Experience
22 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
Current Firm
WALNUT PRIVATE EQUITY PARTNERS, LLC
Contact Information
Main Address
8701 W. Dodge Rd. Suite 445, Omaha, NE 68114Phone Number
(402) 991-2201# of Employees
3SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2AUM (Assets Under Management)
$172,610,119Similar Advisors
OSAIC WEALTH, INC.
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.
Similar Advisors
OSAIC WEALTH, INC.
Primary Firm SEC Registration
WALNUT PRIVATE EQUITY PARTNERS, LLC
State Registrations and Notice Filings
(10/3/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
OSAIC WEALTH, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Sarah H Willson's CRS (Customer Relationship Summary).
Similar Advisors
OSAIC WEALTH, INC.
