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2016-08-10T00:00:00.000Z

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Brian L. Sohn

Representative, A Registered Representative

Series 6

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Series 6

Background Information

Employment History

Partner - CPA, CFP®

Erpelding Voigt & Co. L.L.P

Partner

E.V.S. Ltd.

Financial Controller

Hydrogen Engine Center , Inc.

Affiliations

Board Member
Bedell Family YMCA

Treasurer
Dickinson County Endowment Fund

Finance Committee Member
Pearson Lakes Art Center

Member
Kiwanis

President
Lakes Regional Healthcare

Education

B.A.

accounting , finance and banking

Buena Vista University

Web References (23 Total References)


Personal Financial Planning | Erpelding Voigt Co., Certified Public Accountants

evcpa.com [cached]

Brian L. Sohn, CPA, CFP ® Investment Advisor Representative; Registered Representative with a Series 6 & 63; Life, Health, & Accident Insurance license

...
Please be advised that presently Jeff Knapp, Jim Voigt, Roger Nerdig, Jerry Brown, Geri Kohlhaas, Aaron Greteman, Brian Sohn, and Thad Lichter hold FINRA Series 6 and 63 licenses in the state of Iowa.


Personal Financial Planning | Erpelding Voigt Co., Certified Public Accountants

www.evcpa.com [cached]

Brian L. Sohn, CPA, CFP ® Investment Advisor Representative; Registered Representative with a Series 6 & 63; Life, Health, & Accident Insurance license

...
Please be advised that presently Jeff Knapp, Jim Voigt, Roger Nerdig, Jerry Brown, Geri Kohlhaas, Aaron Greteman, Brian Sohn, and Thad Lichter hold FINRA Series 6 and 63 licenses in the state of Iowa.


Personal Financial Planning | Erpelding Voigt Co., Certified Public Accountants

evcpa.com [cached]

Brian L. Sohn, CPA, CFP ® Investment Advisor Representative; Registered Representative with a Series 6 & 63; Life, Health, & Accident Insurance license

...
Please be advised that presently Jeff Knapp, Jim Voigt, Roger Nerdig, Jerry Brown, Geri Kohlhaas, Aaron Greteman, Brian Sohn, and Thad Lichter hold FINRA Series 6 and 63 licenses in the state of Iowa.


Tax & Financial Planning Team | Erpelding Voigt Co

evcpa.com [cached]

Brian L. Sohn*, CPA, CFP®

Brian L. Sohn, CPA, joined EV&Co.'s Okoboji professional staff in 2007. Brian is involved with all aspects of income tax, personal financial planning, and financial statement preparation. Prior to joining EV&Co., Brian worked for a regional public accounting firm and a public reporting company.
Brian is a CERTIFIED FINANCIAL PLANNER™. He is also an Investment Advisor Representative, a Registered Representative with a Series 6 and 63, and holds a life, health, and accident insurance license.
He received his Bachelor of Arts degree (Cum Laude) from Buena Vista University where he double majored in Accounting and Finance & Banking with an Economics minor.
Brian's professional affiliations include the AICPA and the Iowa Society of CPAs. He is involved in community, civic, and professional organizations.
...
Please be advised that presently Jim Voigt, Jeff Knapp, Roger Nerdig, Jerry Brown, Geri Kohlhaas, Aaron Greteman, Brian Sohn*, and Thad Lichter hold FINRA Series 6 and 63 licenses in the state of Iowa.


Tax & Financial Planning Team | Erpelding Voigt Co

www.evcpa.com [cached]

Brian L. Sohn*, CPA, CFP®

Brian L. Sohn, CPA, joined EV&Co.'s Okoboji professional staff in 2007. Brian is involved with all aspects of income tax, personal financial planning, and financial statement preparation. Prior to joining EV&Co., Brian worked for a regional public accounting firm and a public reporting company.
Brian is a CERTIFIED FINANCIAL PLANNER™. He is also an Investment Advisor Representative, a Registered Representative with a Series 6 and 63, and holds a life, health, and accident insurance license.
He received his Bachelor of Arts degree (Cum Laude) from Buena Vista University where he double majored in Accounting and Finance & Banking with an Economics minor.
Brian's professional affiliations include the AICPA and the Iowa Society of CPAs. He is involved in community, civic, and professional organizations.
...
Please be advised that presently Jim Voigt, Jeff Knapp, Roger Nerdig, Jerry Brown, Geri Kohlhaas, Aaron Greteman, Brian Sohn*, and Thad Lichter hold FINRA Series 6 and 63 licenses in the state of Iowa.

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