Sound Financial Solutions Inc.

Comprehensive Financial Coaching Services

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Call Us Today! (937) 264-9300

320 James E Bohanan Memorial Dr. | Vandalia, OH 45377

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Home / Resources / Important Disclosures

Important Disclosures

FINRA BrokerCheck – Sound Financial Investment Management, LLC. (CRD# 163025)
FINRA BrokerCheck – TRIAD ADVISORS, LLC. (CRD# 25803)
FINRA BrokerCheck – Matthew G. Deller (CRD# 2772223)
FINRA BrokerCheck – Christopher M. Strehle (CRD# 2688065)

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Electronic Delivery Agreement
Form ADV Part 2A – Sound Financial Investment Management, LLC Firm Brochure
Form ADV Part 2B – Individual Disclosure Brochure for Matthew G. Deller
Form ADV Part 2B – Individual Disclosure Brochure for Christopher Mark Strehle

 

Contact Information

  • Sound Financial Solutions Inc.
  • 320 James E Bohanan Memorial Dr.
  • Vandalia, OH 45377
  • Phone: (937) 264-9300
  • Toll Free: (855) 696-3615
  • Fax: (937) 779-5085

©2022 Sound Financial Solutions, Inc. All rights reserved.
Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Sound Financial Solutions, Inc. SFS Inc. is not affiliated with Triad Advisors, LLC.
Investments products and advisory services available only to residents of: Colorado, Florida, Indiana, Kentucky, Maryland, Michigan, Nevada, New Jersey, Ohio, and Tennessee.
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