Christine Catherine Cole
Investment adviser representative at Sound Financial Strategies Group, LLC
12 yearsExperience
1 stateRegistered in
$217.7MFirm assets
9 yearsFirm in business
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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
12 years in the industry.
- Sound Financial Strategies Group, LLCSep 2014 to now
- National Planning CorporationFeb 2014 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MS).
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
- 6398635
- Firm CRD
- 286261