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Managing Member/investment Advisor Representative · Lifegoal Investments, LLC

Brett R. Sohns

CRD 5472309 · Named on Form ADV at one SEC-registered adviser

At a glance

Lifegoal Investments, LLC, an SEC-registered wealth manager with $356 million in regulatory assets, lists Brett R. Sohns on its Form ADV as Managing Member/investment Advisor Representative, a control person.

Firms and roles

  • Lifegoal Investments, LLCManaging Member/investment Advisor RepresentativeWealth manager · United States · $356M in regulatory assets

AtlasMembers

Brett’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Taylor P. SohnsManaging Member/investment Advisor Representative/chief Compliance Officer, Lifegoal Investments, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brett’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.