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Lance Allen Chisum

Sound Financial, LLC

Boise, ID

Lake Stevens, WA

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Current Employers
Sound Financial, Llc

Lake Stevens, WA • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-09-12
  • ID RA
    APPROVED
    Since 2025-09-12

Branch Locations

Boise, ID • United States

Lake Stevens, WA • 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
The Boeing Company Renton WA 06/2007 01/2025
Unemployed Boise ID 01/2025 06/2025
Sound Financial Group, Llc Lake Stevens WA 06/2025 Present
Sound Financial, Llc Boise ID 08/2025 Present
  • 06/2007 → 01/2025
    The Boeing Company
    Renton, WA
  • 01/2025 → 06/2025
    Unemployed
    Boise, ID
  • 06/2025 → Present
    Sound Financial Group, Llc
    Lake Stevens, WA
  • 08/2025 → Present
    Sound Financial, Llc
    Boise, ID
Other Businesses

Licensed insurance producer in Idaho, Life and Health/DI lines, and an appointed agent with MassMutual.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-12
  • S65 Uniform Investment Adviser Law Examination
    2025-09-12

View on SEC IAPD

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