Nicklas E Norvell

Employer firm

Sound Income Strategies, LLC CRD 173272

$4.18B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → 05/2019
  Student
  Toledo, OH
• 04/2016 → 08/2019
  Costco
  Toledo, OH
• 08/2018 → 02/2023
  Croak Asset Management, Llc
  Toledo, OH
• 11/2019 → 02/2023
  Cam Insurance, Llc
  Toledo, OH
• 07/2023 → 05/2025
  Wright Financial Group Llc
  Toledo, OH
• 07/2023 → Present
  Sound Income Strategies Llc
  Fort Lauderdale, FL
• 02/2023 → 07/2023
  Unemployed
  Toledo, OH
• 05/2025 → Present
  Wright Financial Group Llc
  Toledo, OH

Previous Registrations

• 2019-06-21 → 2023-02-23
  Croak Capital
  Toledo, OH

Other Businesses

1.Wright Financial Group LLC - Fixed Insurance sales. Sales of Fixed Insurance products and Fixed Annuities. 7/2023 - Present. 5911 Renaissance Place Suite C Toledo, OH 43623. This will encompass approximately 0% of business hours. 2. Wright Financial Group LLC - Licensed Client Acquisition Advisor. Recruits new clients for investment advisory services. 05/2025 - Present. 5911 Renaissance Place Suite C Toledo, OH 43623. This will encompass approximately 100% of business hours. 3. Retirement Income Source LLC - DBA. Marketing to prospective clients for Fixed Insurance and Investment Advisory services. 7/2023 - Present. 5911 Renaissance Place Suite C Toledo, OH 43623. This will encompass approximately 0% of business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-20

Other Names

• Nicklas Norvell