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Managing Member/investment Advisor Representative/chief Compliance Officer · Lifegoal Investments, LLC

Taylor P. Sohns

CRD 5665289 · 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 Taylor P. Sohns on its Form ADV as Managing Member/investment Advisor Representative/chief Compliance Officer, a control person.

Firms and roles

  • Lifegoal Investments, LLCManaging Member/investment Advisor Representative/chief Compliance OfficerWealth manager · United States · $356M in regulatory assets

AtlasMembers

Taylor’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
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2021 (5 years)
Designations
Certified Financial Planner
Exams
Series 63
Registered in
3 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Taylor’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brett R. SohnsManaging Member/investment Advisor Representative, 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 Taylor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.