Advisor at Sound Income Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sound Income Strategies, LLC
Location
Humboldt, IA 50548
Credentials
Series 65
Industry experience
13 years
Fixed fees for financial planning services, negotiated in advance.
$0+: up to 1.75% annually N/A (special select clients)+: up to 2.0% annually
Commissionable securities sales by select IA-Reps through Purshe Kaplan Sterling Investments, Inc (PKS) including trail fees on mutual funds and variable annuities.
Hourly fees charged for financial planning services, minimum $300 per plan.
Account minimum: $25,000 (may be waived based on client needs and complexity)
Johnson Wealth & Income Management
2016 - Present (10 years)
Sound Income Strategies, LLC
2015 - Present (11 years)
Trustworthy Financial, LLC
2012 - Present (14 years)
Johnson Insurance Agency
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 66
Humboldt, IA
Edward Jones
Series 66
Gilmore City, IA
Bradford Financial Center
Series 65
Humboldt, IA
Avantax Planning Partners, Inc.
Series 66
Humboldt, IA
Sound Income Strategies, LLC
Series 66
Humboldt, IA
Ameriprise
Series 66
Humboldt, IA
Edward Jones
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