BR
Brett Richard Sohns
CRD 5472309
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Lifegoal Investments, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Lifegoal Investments, Llc
Managing Member/Investment Advisor Representative · 50% – 75% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗