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Taylor P. Sohns

Managing Member/Investment Advisor Representative/Chief Compliance OfficerLifegoal Wealth Advisors LLCCRD 5665289

About Taylor P. Sohns

Taylor P. Sohns is listed as Managing Member/Investment Advisor Representative/Chief Compliance Officer 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 Taylor P. Sohns work?

Taylor P. Sohns is listed as Managing Member/Investment Advisor Representative/Chief Compliance Officer at Lifegoal Wealth Advisors LLC on SEC Form ADV.

How much of Lifegoal Wealth Advisors LLC does Taylor P. Sohns own?

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

Lifegoal Wealth Advisors LLC

TitleManaging Member/Investment Advisor Representative/Chief Compliance Officer
Ownership50-75%
Control personYes
Since2023
View Lifegoal Wealth Advisors LLC →