Joel R Holden
Investment adviser representative at Sound Financial Strategies Group, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$217.7MFirm assets
Are you Joel R Holden? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Comprehensive Asset Management and Servicing, Inc.Mar 2017 to now
- Sound Financial Strategies Group, Inc.Sep 2012 to now
- National Planning CorporationApr 2009 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (MS, TX).
Sound Financial Strategies Group, LLC
$217.7MAssets managed
593Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5642118
- Firm CRD
- 286261