Mahtomedi, MN Wildwood Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$9,258,067,006
ClientsTotal clients
36,836
AdvisorsAdvisors at this office
2
Of 189 advisors across 77 offices
Location
748 Wildwood Road
Mahtomedi MN 55115
Advisors at this office
2
Advisors at this office
Sarah J
CFP®, Series 65
Mahtomedi, MN
Great Valley Advisor Group, LLC
Sarah Johnson is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with Great Valley Advisor Group, LLC and has been with the related entity S Capital Wealth Advisors, LLC since 2015. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting through a network of approximately 190 advisors, emphasizing individualized portfolio construction and ongoing oversight across various platforms and strategies.
Benjamin J
Series 65
Mahtomedi, MN
Great Valley Advisor Group, LLC
Benjamin Johnson is a financial advisor at Great Valley Advisor Group, LLC with two years of industry experience. Before joining the financial sector, he worked for seven years with the Minneapolis Police Department and has maintained ownership of Heritage Embroidery since 2004. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers both discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.
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