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CRD#: 340648
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
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Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for SOONER PRIVATE FINANCIAL LLC Comes From

Understanding the Statistics for SOONER PRIVATE FINANCIAL LLC and How They Compare to Other Firms Through Our Analysis

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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
90 Stiles Road Suite 201, Salem, NH 03079
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Part 2 Brochures

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
No Information

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at SOONER PRIVATE FINANCIAL LLC

Tyler Mikel Atkinson
AdvisorCheck Check Mark

Tyler Mikel Atkinson

IAR
RR
CRD#: 6173006
CFP®: Certified Financial Planner
Location:
Bellevue, WA 98005
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
12 years
RF
AdvisorCheck Check Mark

Robert Matthew Fialkowski

Rob Fialkowski
PR
CRD#: 1687424
Location:
Scottsdale, AZ 85255
Company:
OSAIC WEALTH, INC.
Disclosures:
Experience:
39 years
Kevin Harrell
AdvisorCheck Check Mark

Kevin Harrell

IAR
RR
CRD#: 5898646
CLU®: Chartered Life Underwriter
Location:
Reno, NV 89511
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
15 years
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