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Christine Cole, portrait

Christine Cole

Investment adviser representative at Sound Financial Strategies Group in Madison, MS

Investment adviser registrationUpdated

Christine Cole is an investment adviser representative at Sound Financial Strategies Group, LLC, an investment adviser managing $218M, and works from its Madison, MS office. Christine Cole has been registered through Sound Financial Strategies Group since 24 August 2021, has 5 years in the industry across 1 firm and has passed the Series 65.

5
Years in industry
5
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Christine Cole has been an investment adviser representative at Sound Financial Strategies Group since August 2021, and is not listed among the firm’s executive officers or direct owners. Christine Cole holds a Bachelor's degree in Secondary Education from Mississippi State University.

Sound Financial Strategies Group, LLC is a Madison, MS firm with $218M under management, 593 clients and 4 advisers in one office, as of its March 2026 filing.

Christine Cole is Financial Operations Manager of Sound Financial Strategies Group, based in Madison, MS. She joined the Sound Financial team in 2014, beginning in a marketing role, and currently serves as Client Services Advisor/Operations.

  1. – present · 5 years
    Madison, MS · Adviser representative · Firm CRD 286261

Credentials and registrations

Investment adviser representative registrations

Christine Cole is registered as an investment adviser representative in Mississippi, since August 2021.

  • MississippiSince 24 August 2021

Examinations

Series 6524 August 2021
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Christine Catherine Cole
CRD
6398635
Office
116 ONE MADISON PLAZA, SUITE 1100, Madison, MS 39110
Registration
Investment adviser registration
In the industry since
August 2021
Disciplinary history
Not yet shown here · SEC record
Firm bio
soundfsg.com

Common questions

Where does Christine Cole work?

Christine Cole is an investment adviser representative registered through Sound Financial Strategies Group, LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Christine Cole a financial advisor?

Yes. Christine Cole has a current investment-adviser registration in Mississippi, through Sound Financial Strategies Group since August 2021.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Christine Cole have?

Christine Cole has 5 years in the financial industry, since August 2021, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Christine Cole passed?

Christine Cole passed the Series 65 in August 2021.

Source: IAPD individual record, checked 22 October 2026

Where is Christine Cole based?

Christine Cole’s registered office is in Madison, MS.

Source: IAPD individual record, checked 22 October 2026

Is Christine Cole registered with FINRA?

No. Christine Cole has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Christine Cole’s record?

Search CRD 6398635 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christine Cole’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Sound Financial Strategies Group

Sources

  1. IAPD individual record, CRD 6398635, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Sound Financial Strategies Group, LLC, filed 19 March 2026. Executive officers and direct owners; this person is not among them.
  3. Sound Financial Strategies Group team page. Biography, education, credentials, awards and the portrait, reproduced for identification.