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EJ

Ellen Suzanne Johnson

THISTLE WEALTH
CORVALLIS, OR
·CRD# 7813998·3 years experience

Professional Summary

Ellen Suzanne Johnson is a registered financial advisor currently at THISTLE WEALTH located in Corvallis, Oregon. Ellen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Ellen has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

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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.

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Years of Experience

3 years in the financial services industry

Current & Past Employments

THISTLE WEALTH·CRD# 334724
RIA
804a Nw Buchanan Ave Suite 37, Corvallis, OR 97330
March 18, 2025 - Present
CLARITY WEALTH DEVELOPMENT, LLC·CRD# 155103
RIA
Corvallis, OR
October 2, 2023 - March 19, 2025

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Current Firm

TW
THISTLE WEALTH

THISTLE WEALTH | THISTLE WEALTH LLC

CRD#: 334724
Oregon
Registered Investment Advisory firm - Oregon (3/4/2025 Approved)

Contact Information

Main Address

804a Nw Buchanan Ave Suite 37, Corvallis, OR 97330

Phone Number

(541) 230-4820

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

48

AUM (Assets Under Management)

$17,964,105

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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.

1. CHLOE BRIELLE TRUST; INVESTMENT-RELATED; CORVALLIS, OR; TRUST ACCOUNT; TRUSTEE; START 06/2021; APPROX 2 HOURS PER MONTH; APPROX 1 HOUR PER MONTH DURING TRADING HOURS; MANAGE TRUST.

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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.
IAR
Oregon
(3/18/2025)

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.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2023About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ellen Suzanne Johnson's CRS (Customer Relationship Summary).

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