Joel R Holden
Partner/Coo/CcoSound Financial Strategies Group, LLCCRD 5642118
About Joel R Holden
Joel R Holden is listed as Partner/Coo/Cco at Sound Financial Strategies Group, LLC in Madison, MS. Form ADV reports a beneficial ownership band of Under 5%. Joel R Holden is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Sound Financial Strategies Group, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Joel R Holden work?
Joel R Holden is listed as Partner/Coo/Cco at Sound Financial Strategies Group, LLC on SEC Form ADV.
How much of Sound Financial Strategies Group, LLC does Joel R Holden own?
Form ADV reports a beneficial ownership band of Under 5%.
Sound Financial Strategies Group, LLC
| Title | Partner/Coo/Cco |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2017 |
Sound Financial Strategies Group, LLC
| Title | Owner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2026 |