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Tera Louise Probst

Chief Investment OfficerSound Legacy Wealth Advisors, LLCCRD 2439172

About Tera Louise Probst

Tera Louise Probst is listed as Chief Investment Officer at Sound Legacy Wealth Advisors, LLC. Form ADV reports a beneficial ownership band of Under 5%. Tera Louise Probst is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Sound Legacy Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Tera Louise Probst work?

Tera Louise Probst is listed as Chief Investment Officer at Sound Legacy Wealth Advisors, LLC on SEC Form ADV.

How much of Sound Legacy Wealth Advisors, LLC does Tera Louise Probst own?

Form ADV reports a beneficial ownership band of Under 5%.

Sound Legacy Wealth Advisors, LLC

TitleChief Investment Officer
OwnershipUnder 5%
Control personYes
Since2020
View Sound Legacy Wealth Advisors, LLC →

Sound Legacy Wealth Advisors, LLC

TitleOwner/Trustee
Ownership—
Control personYes
Since2020
View Sound Legacy Wealth Advisors, LLC →