Sound Financial Solutions LLC

Sound Financial Solutions LLC (CRD# 168588) is a financial advisory firm headquartered in Melbourne, FL. They manage $13,443,937 in 139 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1900 S. Harbor City Blvd, Suite 305, Melbourne, FL 32901
http://www.soundfinancialsolutions.net
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $96,719
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Sound Financial Solutions LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert Clark, financial advisor Melbourne FL
Robert J. Clark
CRD#: 4518828
1900 S. Harbor City Blvd, Suite 305, Melbourne, FL 32901

Robert Clark (CRD# 4518828) is an Investment Advisor Representative working at Sound Financial Solutions LLC in Melbourne, FL and has over 21 years of experience in the finance industry.

2
Luke Ottinger, financial advisor Melbourne FL
Luke A. Ottinger
CRD#: 4518833
1900 S. Harbor City Blvd, Suite 305, Melbourne, FL 32901

Luke Ottinger (CRD# 4518833) is an Investment Advisor Representative working at Sound Financial Solutions LLC in Melbourne, FL and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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