Beau Tyler Bryant

Employer firm

Sound Financial Investment Management, LLC CRD 163025

259 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → 07/2018
  Jpmorgan Chase Bank
  Lima, OH
• 10/2012 → 07/2018
  J.P. Morgan Securities Llc
  Lima, OH
• 07/2018 → 09/2020
  Resolute Wealth Advisor, Inc.
  Lima, OH
• 09/2020 → 08/2021
  Wealthspire Financial Professionals, Llc
  Lima, OH
• 01/2021 → 08/2021
  Chessie Tax, Llc
  Rochester Hills, MI
• 01/2021 → 08/2021
  Stroh, Johnson, & Company, Llp
  Wapakoneta, OH
• 08/2021 → Present
  Resolute Wealth Advisor, Inc.
  Findlay, OH
• 06/2026 → Present
  Sound Financial Investment Management, Llc
  Vandalia, OH
• 07/2018 → 02/2026
  Resolute Wealth Advisor
  Findlay, OH

Previous Registrations

• 2021-08-20 → 2026-02-09
  Resolute Wealth Advisor, Inc.
  Findlay, OH
  Findlay, OH
• 2020-11-02 → 2021-08-24
  Wealthcent Financial Planning
  Lima, OH
• 2018-07-19 → 2020-09-30
  Resolute Wealth Advisor, Inc.
  Findlay, OH

Other Businesses

1.) OHIO LIFE AND HEALTH; INVESTMENT RELATED; LIMA, OH; LICENSED AGENT FOR LIFE AND HEALTH INSURANCE; INSURANCE SALES; 06/2012; 5 HRS/WK. 2.) TAX PREPERATION; NON-INVESMENT RELATED; LIMA, OH; DATA AND TAX PREPERATION REVIEWS AS AN INDEPENDENT CONTRACTOR; 01/2022; 10 HRS/WK JANUARY-APRIL.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-15

Designations

• Certified Financial Planner

Other Names

• Beau T Bryant
• Beau T Bryant