LPL Financial
42yrs
Top advisor by experience in Port Orchard
40yrs
Susan Risner
Financial advisor at Sound Financial Advisors
Susan Risner is a fiduciary financial advisor in Port Orchard, Washington, with 40 years in the industry. After eight years at KMS Financial Services, Susan joined Sound Financial Advisors in 1996, a firm offering financial planning, investment management, and selecting outside investment managers. Sound Financial Advisors reports being paid through a percentage of assets and hourly fees.
One of 30 advisors with offices in Port Orchard, and one of 30 fiduciaries.
At a glance
Experience40 years (since 1987)
How that compares ?Top 4% by experience in Washington
OfficePort Orchard, WA
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$518,780
Advisors at the firm2
States licensed ?1 state
Services through Sound Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – 2019KMS Financial Services, Inc.Previously
- 1996 – nowSound Financial Advisors, Inc.Current firm
Questions to ask Susan
Tailored to Susan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Susan
How do I contact Susan?
Call Sound Financial Advisors at 206-909-2266 and ask for Susan Risner. Susan works from the Port Orchard, WA office.
How long has Susan been a financial advisor?
Susan has been in the industry since 1987, about 40 years. Top 4% by experience in Washington.
What licenses does Susan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Susan a fiduciary?
Susan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Susan paid?
Sound Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees. Ask Susan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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