linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Mark Strehle

Sound Financial Investment Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Mark Strehle

Christopher Strehle is an investment advisor representative. Christopher has been in the industry since 1998. Christopher is currently registered with Sound Financial Investment Management, LLC. Christopher has a Series 6, Series 7 and Series 63 licenses. Previously, Christopher was registered with Triad Advisors LLC, Lincoln Financial Securities Corporation and Intersecurities, Inc. Christopher specializes in Retirement Planning, College Savings Plans, 401(k) Rollovers, Insurance and Estate Planning.

Firm Information

Christopher Strehle is currently registered with Sound Financial Investment Management, LLC. Sound Financial Investment Management, LLC is a financial advisory firm specializing in providing comprehensive investment management and financial planning solutions. They offer a range of services including portfolio management for individuals, pension consulting, educational seminars, and selection of other advisors. The firm caters to both individuals and businesses, providing tailored strategies to meet their diverse financial needs.

Not reported

Assets Under Management

259

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Strehle’s Registration & Firm History

OH

07/03/2012 - Present

Sound Financial Investment Management, LLC (VANDALIA OH)

OH

08/17/2012 - 08/23/2024

TRIAD ADVISORS LLC (VANDALLA OH)

OH

08/13/2007 - 08/21/2012

LINCOLN FINANCIAL SECURITIES CORPORATION (VANDALIA OH)

OH

02/06/2003 - 08/20/2007

INTERSECURITIES, INC. (TROY OH)

OH

12/01/1998 - 02/13/2003

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

Not sure if Christopher Mark Strehle is right for you?

Licenses & Designations

BC

Issued 05/28/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2004

Series 7 - General Securities Representative Examination

BC

Issued 10/23/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Mark Strehle.
Not sure if Christopher Mark Strehle is right for you?