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Elijah Fowler

Investment adviser representative at Sound Financial, LLC
14 yearsExperience
2 statesRegistered in
$210.8MFirm assets
4 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

14 years in the industry.

  1. Sound Financial, LLCNov 2023 to now
  2. Sound Financial GroupNov 2023 to now
  3. Cuso Financial Services/verity Credit UnionOct 2021 to Nov 2023
  4. Verity Credit UnionMay 2021 to Oct 2021
  5. Na - Moved To WashingtonMar 2021 to May 2021
  6. Christian HeritageJul 2020 to Mar 2021
  7. Brookside ChurchAug 2019 to Jul 2020
  8. Securities America Financial CorporationMay 2018 to Aug 2019
  9. HyveeJul 2012 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

Sound Financial, LLC

$210.8MAssets managed
248Clients
5Advisers
4 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
6945769
Firm CRD
292271
Advisor's SEC record (opens in a new tab)
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