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Brett Richard Sohns

Managing Member/Investment Advisor RepresentativeLifegoal Wealth Advisors LLCCRD 5472309

About Brett Richard Sohns

Brett Richard Sohns is listed as Managing Member/Investment Advisor Representative at Lifegoal Wealth Advisors LLC. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Lifegoal Wealth Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brett Richard Sohns work?

Brett Richard Sohns is listed as Managing Member/Investment Advisor Representative at Lifegoal Wealth Advisors LLC on SEC Form ADV.

How much of Lifegoal Wealth Advisors LLC does Brett Richard Sohns own?

Form ADV reports a beneficial ownership band of 50-75%.

Lifegoal Wealth Advisors LLC

TitleManaging Member/Investment Advisor Representative
Ownership50-75%
Control personYes
Since2024
View Lifegoal Wealth Advisors LLC →