Brian Sohn is a CFP-designated registered investment advisor, based in Okoboji, IA, with 18 years of industry experience.
Location
1801 Hwy 71, N, Okoboji, IA, 51355
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is involved in several business activities, including notary services, e-commerce, speaking engagements, and CPA activities as a partner at Erpelding, Voigt & Co. He also works as an investment advisor representative and is a partner in a real estate venture, as well as a volunteer bookkeeper.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Investment Services, INC.Broker
Proequities, INC.Broker
State Registrations3 states
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