Sound Financial Investment Management, LLC
Sound Financial Investment Management, LLC (CRD# 163025) is a financial advisory firm headquartered in Vandalia, OH. They manage $1,630,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$135,833
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Cory Davenport (CRD# 4750954) is an Investment Advisor Representative working at Sound Financial Investment Management, LLC in Dayton, OH and has over 13 years of experience in the finance industry. Cory Davenport has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Strehle (CRD# 2688065) is an Investment Advisor Representative working at Sound Financial Investment Management, LLC in Vandalia, OH and has over 9 years of experience in the finance industry.