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
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |
Sound Legacy Wealth Advisors, LLC
| Title | Owner/Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2020 |