Sarah H Willson
Investment adviser representative at Walnut Private Equity Partners, LLC
13 yearsExperience
1 stateRegistered in
$172.6MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
13 years in the industry.
- Walnut Private Equity Partners, LLCOct 2022 to now
- Spectrum Financial Services, Inc.Aug 2022 to now
- Ostie Ltd. Co.Jan 2021 to now
- Thrivent FinancialMar 2020 to Jan 2021
- Thrivent Investment Management IncMar 2020 to Jan 2021
- Willson HouseholdJan 2019 to Mar 2020
- Thrivent Financial for LutheransJan 2014 to Jan 2019
- Thrivent Investment Management IncDec 2013 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NE).
Walnut Private Equity Partners, LLC
$172.6MAssets managed
2Clients
1Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4855942
- Firm CRD
- 168840