Beau T. Bryant

SOUND FINANCIAL INVESTMENT MANAGEMENT

VANDALIA, OH 45377

CRD#: 6052612

Some features on this profile are disabled

Professional summary

Beau Tyler Bryant, CFP®, who also goes by Beau T Bryant, is a registered financial advisor currently at SOUND FINANCIAL INVESTMENT MANAGEMENT, LLC located in Vandalia, Ohio.

Beau is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Beau has worked at 5 firms and has passed the Series 65, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Beau T Bryant

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beau Tyler Bryant's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

June 22, 2026 - Present

SOUND FINANCIAL INVESTMENT MANAGEMENT, LLC

Office #1: 320 James E. Bohanan Drive, Vandalia, OH 45377

RIA

CRD#: 163025

VANDALIA, OH

Past

August 20, 2021 - February 9, 2026

RESOLUTE WEALTH ADVISOR, INC.

RIA

CRD#: 290349

FINDLAY, OH

Past

November 2, 2020 - August 24, 2021

WEALTHCENT FINANCIAL PLANNING

RIA

CRD#: 311384

LIMA, OH

Past

July 19, 2018 - September 30, 2020

RESOLUTE WEALTH ADVISOR, INC.

RIA

CRD#: 290349

FINDLAY, OH

Past

October 1, 2012 - August 1, 2018

J.P. MORGAN SECURITIES LLC

CRD#: 79

LIMA, OH

Past

May 14, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

LIMA, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(6/22/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/15/2018

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 8/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/11/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SOUND FINANCIAL INVESTMENT MANAGEMENT, LLC

CRD#: 163025 / SEC#:

Ohio

Registered Investment Advisory firm - (7/3/2012 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

320 James E. Bohanan Drive, Vandalia, OH 45377

Mailing Address

Phone number

(937) 264-9300

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Douglas Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

IAR

Oakwood, OH

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Beau T. Bryant

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beau Tyler Bryant's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUND FINANCIAL INVESTMENT MANAGEMENT, LLC

RESOLUTE WEALTH ADVISOR, INC.

WEALTHCENT FINANCIAL PLANNING

RESOLUTE WEALTH ADVISOR, INC.

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/15/2018

SIE

Date: 8/1/2018

Series 6

Date: 5/11/2012

Current Firm

SOUND FINANCIAL INVESTMENT MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

SOUND FINANCIAL INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors