Ellen S. Johnson

THISTLE WEALTH

CORVALLIS, OR 97330

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CRD#: 7813998

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ellen Suzanne Johnson's 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

March 18, 2025 - Present

THISTLE WEALTH

Office #1: 804a Nw Buchanan Ave Suite 37, Corvallis, OR 97330

RIA

CRD#: 334724

CORVALLIS, OR

Past

October 2, 2023 - March 19, 2025

CLARITY WEALTH DEVELOPMENT, LLC

RIA

CRD#: 155103

CORVALLIS, OR

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

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

State Security Law Exam

IAR

Series 65

Date: 7/26/2023

Uniform Investment Adviser Law Examination

Current Firm

THISTLE WEALTH

THISTLE WEALTH | THISTLE WEALTH LLC

CRD#: 334724 / SEC#:

Oregon

Registered Investment Advisory firm - (3/4/2025 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(541) 230-4820

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Ellen S. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

THISTLE WEALTH

CLARITY WEALTH DEVELOPMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/26/2023

Current Firm

THISTLE WEALTH

Contact information

Documents

Red Flags

Company Information

THISTLE WEALTH

TRUST BUT VERIFY

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