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).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $135,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Sound Financial Investment Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Matthew G. Deller
CRD#: 2772223
320 James E. Bohanan Drive, Vandalia, OH 45377
101
Wealthminder
score
Matthew Deller (CRD# 2772223) is an Investment Advisor Representative working at Sound Financial Investment Management, LLC in Vandalia, OH and has over 16 years of experience in the finance industry. Matthew Deller 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Cory M. Davenport
CRD#: 4750954
267 Regency Ridge Dr., Dayton, OH 45459
96
Wealthminder
score

Cory Davenport (CRD# 4750954) is an Investment Advisor Representative working at Sound Financial Investment Management, LLC in Dayton, OH and has over 12 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.

3
Christopher M. Strehle
CRD#: 2688065
320 James E. Bohanan Drive, Vandalia, OH 45377
93
Wealthminder
score

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.

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