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Current Employers
Sona Wealth, Sona Wealth Management, Sona Wealth Advisors

Chanhassen, MN • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-01-05
  • MN RA
    APPROVED
    Since 2026-01-05

Branch Locations

Chanhassen, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sona Financial, Llc Chanhassen MN 01/2016 Present
  • 01/2016 → Present
    Sona Financial, Llc
    Chanhassen, MN
Previous Registrations
Other Businesses

Sona Financial

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-27
S63 Uniform Securities Agent State Law Examination 2014-03-03
  • S65 Uniform Investment Adviser Law Examination
    2014-12-27
  • S63 Uniform Securities Agent State Law Examination
    2014-03-03
Designations

View on SEC IAPD

More in Chanhassen, MN

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