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SOUND ADVICE FINANCIAL INC.

CRD 327104 · SEC 801-128224

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2515 WAUKEGAN RD., PMB 10001, BANNOCKBURN, IL, 60015, United States

Phone

312-690-4163

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

—

Discretionary AUM

—

Team

13 total employees; 1 advisory reps

Clients

251-500

Fees

SUBSCRIPTION FEES

Org form

Corporation

Filing date

2026-02-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)EDUCATIONAL CONTENT

All web addresses on file

Official SEC filing: View on IAPD