PM
Peter Mccaffrey
SOUND FINANCIAL PLANNING
BLOOMFIELD HILLS, MI
CRD#: 8178507
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PM
Peter MccaffreySOUND FINANCIAL PLANNING
Professional summary
Peter Mccaffrey is a registered financial advisor currently at SOUND FINANCIAL PLANNING LLC located in Bloomfield Hills, Michigan.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Peter has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Mccaffrey'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®
NoneExperience
Current
November 17, 2025 - Present
SOUND FINANCIAL PLANNING LLC
RIA
CRD#: 338895
BLOOMFIELD HILLS, MI
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
Michigan(11/17/2025)
Current Firm
SF
SOUND FINANCIAL PLANNING LLC
SOUND FINANCIAL PLANNING LLC
CRD#: 338895 / SEC#:
Michigan
Registered Investment Advisory firm - (11/17/2025 Approved)Loading...
Contact information
Main Address
Bloomfield Hills, MI
Mailing Address
Phone number
(502) 594-1431
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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