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Current Employers
Sound Income Strategies, Llc

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-08-18
  • NE RA
    APPROVED
    Since 2025-08-18

Branch Locations

14301 Fnb Parkway Suite 100, Office #142, Omaha, NE 68154 • United States

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services, Llc Omaha NE 07/2021 07/2025
Massmutual Life Insurance Company Omaha NE 05/2022 07/2025
North Star Resource Group Minneapolis MN 06/2021 08/2021
Creighton University Omaha NE 08/2020 05/2021
Creighton University Omaha NE 06/2020 07/2020
Creighton University Omaha NE 07/2018 05/2022
Retirement Income Source Omaha NE 08/2025 Present
Sound Income Strategies, Llc Fort Lauderdale FL 08/2025 Present
Fanatics Sports Bar Kearney NE 05/2020 08/2020
Raising Cane's Woodbury MN 05/2019 08/2019
Creighton University Omaha NE 08/2018 05/2019
Dick's Sporting Goods Woodbury MN 08/2017 08/2018
Portillo's Restaurant Woodbury MN 12/2016 08/2017
Paradise Car Wash Woodbury MN 02/2016 12/2016
Hill-Murray High School Woodbury MN 07/2014 07/2018
  • 07/2021 → 07/2025
    Omaha, NE
  • 05/2022 → 07/2025
    Massmutual Life Insurance Company
    Omaha, NE
  • 06/2021 → 08/2021
    North Star Resource Group
    Minneapolis, MN
  • 08/2020 → 05/2021
    Creighton University
    Omaha, NE
  • 06/2020 → 07/2020
    Creighton University
    Omaha, NE
  • 07/2018 → 05/2022
    Creighton University
    Omaha, NE
  • 08/2025 → Present
    Retirement Income Source
    Omaha, NE
  • 08/2025 → Present
    Fort Lauderdale, FL
  • 05/2020 → 08/2020
    Fanatics Sports Bar
    Kearney, NE
  • 05/2019 → 08/2019
    Raising Cane's
    Woodbury, MN
  • 08/2018 → 05/2019
    Creighton University
    Omaha, NE
  • 08/2017 → 08/2018
    Dick's Sporting Goods
    Woodbury, MN
  • 12/2016 → 08/2017
    Portillo's Restaurant
    Woodbury, MN
  • 02/2016 → 12/2016
    Paradise Car Wash
    Woodbury, MN
  • 07/2014 → 07/2018
    Hill-Murray High School
    Woodbury, MN
Previous Registrations
Other Businesses

1. Retirement Income Source, LLC - Fixed Insurance Sales - 08/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 2213 N. 141st Avenue, Omaha, NE 68164. This will encompass approximately 50% of business hours. 2. Retirement Income Source, LLC - Client Acquisition Advisor - 08/2025 - present - Investment Related - Recruiting new clients for investment advisory services - 2213 N. 141st Avenue, Omaha, NE 68164.. This will encompass approximately 50% of business hours. 3. Retirement Income Source, LLC DBA - 08/2025 - present - Investment Related - 2213 N. 141st Avenue, Omaha, NE 68164. The Retirement Income Source is used to market to prospective clients for Investment Advisory and Fixed Insurance services. This will not encompass any business hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-02
S63 Uniform Securities Agent State Law Examination 2022-09-01
  • S65 Uniform Investment Adviser Law Examination
    2024-04-02
  • S63 Uniform Securities Agent State Law Examination
    2022-09-01

View on SEC IAPD

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