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Joel S Petersen

SOUND LEGACY WEALTH ADVISORS, LLC·BELLEVUE, Washington
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10900 NE 4TH STREET, BELLEVUE, WA 98004CRD# 5036886Firm CRD# 306332
01

About

Joel S Petersen is a registered financial advisor based in BELLEVUE, Washington, affiliated with SOUND LEGACY WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SOUND LEGACY WEALTH ADVISORS, LLC
SOUND LEGACY WEALTH ADVISORS, LLC
AUM
$2M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SOUND LEGACY WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5036886
Firm CRD# 306332
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joel S Petersen offer?
Joel S Petersen specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BELLEVUE, Washington for a consultation.
What are Joel S Petersen's credentials?
Joel S Petersen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel S Petersen located?
Joel S Petersen is based in BELLEVUE, Washington, working with SOUND LEGACY WEALTH ADVISORS, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Joel S Petersen charge for services?
Joel S Petersen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUND LEGACY WEALTH ADVISORS, LLC?
SOUND LEGACY WEALTH ADVISORS, LLC has approximately 5 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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