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Laura Ellen Herrington

Investment adviser representative at Sound Financial Strategies Group, LLC
18 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$217.7MFirm assets

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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

18 years in the industry.

  1. Sound Financial Strategies Group, LLCJul 2022 to now
  2. New Perspectives, IncSep 2021 to Jul 2022
  3. St DominicNov 2016 to Sep 2021
  4. Baptist Health SystemsAug 2008 to Nov 2016

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

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
7515062
Firm CRD
286261
Advisor's SEC record (opens in a new tab)
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