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Joshua Severn Hegland

Sound View Wealth Advisors Group, LLC

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About Joshua Severn Hegland

Joshua Severn Hegland is a Certified Financial Planner™ and an Investment Advisor Representative registered in Georgia and South Carolina. Joshua is affiliated with Sound View Wealth Advisors Group, LLC in Savannah, Georgia. Joshua has been in the financial services industry since 2018 and holds the Series 65 license. Joshua specializes in providing financial planning services and working with high-net-worth individuals and businesses. Joshua is committed to providing personalized, comprehensive financial advice that helps clients achieve their goals.

Firm Information

Joshua Hegland is currently registered with Sound View Wealth Advisors Group, LLC. Sound View Wealth Advisors Group, LLC is an investment advisor based in Savannah, Georgia. The firm provides financial planning, pension consulting, and other advisory services to individuals, corporations, and charitable organizations. They manage approximately $1.6 billion in assets.
Sound View Wealth Advisors Group, LLC

1 SKIDAWAY VILLAGE WALK

SAVANNAH, GA 31411

$1.63B

Assets Under Management

Not reported

Total Clients

9

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Revenue sharing on eligible credit and cash management solutions

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Joshua Hegland’s Registration & Firm History

GA

01/09/2025 - Present

Sound View Wealth Advisors Group, LLC (SAVANNAH GA)

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Licenses & Designations

IA

Issued 08/04/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Severn Hegland.
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