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SOUND FINANCIAL SOLUTIONS, INC.
CRD 292256
3004 GENERAL ELECTRIC ROAD, SUITE 1B, BLOOMINGTON, IL, 61704, United States
Phone
217-441-2200
Fax
309-354-2037
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $0 |
| High net worth individuals | 2 | $0 |
All web addresses on file
Official SEC filing: View on IAPD