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Nina Strickland

Advisor at Sound Income Strategies, LLC

Updated today
Sound Income Strategies, LLC logo

Firm

Sound Income Strategies, LLC

Location

Knoxville, TN 37922

Credentials

Series 65

Industry experience

11 years

Fee options

Fixed

Fixed fees for financial planning services, negotiated in advance.

Percentage

$0+: up to 1.75% annually N/A (special select clients)+: up to 2.0% annually

Commissions

Commissionable securities sales by select IA-Reps through Purshe Kaplan Sterling Investments, Inc (PKS) including trail fees on mutual funds and variable annuities.

Project-based

Hourly fees charged for financial planning services, minimum $300 per plan.

Other

Account minimum: $25,000 (may be waived based on client needs and complexity)

Work history

SFG Capital Management

2017 - Present (9 years)

Sound Income Strategies, LLC

2017 - Present (9 years)

First American National Investment Advisors, LLC

2014 - 2017 (3 years)

The Strickland Financial Group and Executive Benefits of America

2001 - 2017 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Skee O

CFP®

Knoxville, TN

Kinetic Wealth

With high regard to our fiduciary duty, we exist to faithfully serve individuals and organizations who are eager to understand and take control of their finances. Deep, authentic relationships allow us to help our clients clarify and define what is most important and utilize that knowledge when making important decisions. Our comprehensive approach facilitates a proactive partnership rooted in accountability putting clients in position to Ignite Financial Momentum and create meaningful outcomes. Life is full of Momentum Moments, those times when decisions are most impactful. We proactively prepare our clients for those moments through: Life Planning, Financial Wellness, and Wealth Planning services. Skee began his finance career in early 2012 and has since served many individuals and organizations as their trusted advisor. Having a long family lineage of educators, he naturally has a passion for teaching and helping others. An interest in finance early in life led him to attain his Bachelor of Science in Business Administration degree focused in Financial Planning and Economics from Western Carolina University in 2010. After college, Skee served as Senior Financial Services Officer at a prominent credit union in his home state of North Carolina. He moved to East Tennessee in 2016 and has built strong relationships with individuals, families, and organizations, managing over $100,000,000 for many of them. One Knoxville non-profit organization he advised was recognized as one of four Plan Sponsor of the Year nominees in a well-known national publication in 2024. He holds designations of CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, and Accredited Tax Preparer. Skee enjoys serving his community through several organizations in the Greater Knoxville Area. Mission: To empower family stewards, people pursuing independence, and employee-centric organizations to achieve their full potential financially and personally, positively impacting their own circumstances and the lives of those around them. Vision: To grow organically through a commitment to our culture of providing high quality client experiences and by fostering community relationships. Our desire is to build and maintain a Destination Firm for both clients and employees. Along the way, we will make a positive impact on the communities where we live and serve through volunteering and giving back. Core Values: Influence, Competency, Trustworthiness, Boldness, Authenticity

General tax planning Retirement income strategy Social Security optimization Engineering Professional Baby Boomers (Born 1946-1964)

Caroline F

CFP®, CPA

Knoxville, TN

Hillvale Wealth Management, LLC

Hi, I’m Caroline (Murphy) Friedrich CPA, CFP®, a financial planner and founder of Hillvale Wealth Management. Growing up I was always brainstorming business ideas and loved organizing, which led to my first venture, “Caroline’s Closets.” My father, an accounting professor, suggested I become an accountant to organize numbers instead. Today, I organize much more than just closets and numbers – I help people achieve peace of mind through financial planning. A Knoxville native, I earned my accounting degree and master’s in taxation from the University of Tennessee. After graduation, I moved to New York City and spent a decade in public accounting at PwC and EY, reviewing thousands of personal tax returns as a CPA.  I then transitioned into wealth management, working at firms in Chicago and Knoxville, before launching Hillvale Wealth Management. Our Mission Many people leave meetings with financial advisors feeling overwhelmed by investment jargon and economic updates. When I transitioned into wealth management, I noticed a strong emphasis on investments, often at the expense of tax planning and client education. Leveraging my unique expertise in financial planning, investments, and tax strategies, I founded Hillvale Wealth Management to offer personalized recommendations tailored to your goals. My mission is to provide clients with clarity, understanding, and confidence in their financial decisions.

General tax planning Wealth management Single Women Baby Boomers (Born 1946-1964)

Craig B

CFP®, Series 66

Maryville, TN

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management

Adam O

Series 66

Knoxville, TN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Wealth management Founder/Business Owner Government Employee

Noell L

Series 66

Knoxville, TN

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management

Delauna P

Series 66

Oak Ridge, TN

Edward Jones

College savings (529s, UTMA, etc.) Stock option exercise strategy Retirement income strategy Wealth management
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