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Joel R Holden

Partner/Coo/CcoSound Financial Strategies Group, LLCCRD 5642118

About Joel R Holden

Joel R Holden is listed as Partner/Coo/Cco at Sound Financial Strategies Group, LLC in Madison, MS. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Sound Financial Strategies Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joel R Holden work?

Joel R Holden is listed as Partner/Coo/Cco at Sound Financial Strategies Group, LLC on SEC Form ADV.

How much of Sound Financial Strategies Group, LLC does Joel R Holden own?

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

Sound Financial Strategies Group, LLC

TitlePartner/Coo/Cco
Ownership50-75%
Control personYes
Since2017