Charlene M Nelson

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

• 08/2014 → 03/2022
  The Retirement Solutions
  Redmond, WA
• 04/2022 → 06/2024
  Spg Advisors Llc
  Kirkland, WA
• 07/2024 → Present
  All Needs Planning
  Carnation, WA
• 07/2024 → Present
  Sound Income Strategies Llc
  Fort Lauderdale, FL

Previous Registrations

• 2023-06-26 → 2024-08-02
  Spg Advisors Llc
  Kirkland, WA

Other Businesses

1. All Needs Planning - Administrative and Operations Lead. New client onboarding, existing client maintenance, and operations functions. 7/2024 - Present. 5218 294th Avenue N.E. Carnation, WA 98014. Investment related. This encompasses approximately 90% of business hours. 2. All Needs Planning - Fixed Insurance, Life Insurance and Health Insurance. 7/2024 - Present. 5218 294th Avenue N.E. Carnation, WA 98014. Investment related. This encompasses approximately 10% of business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-29

Other Names

• Charlene M Baker
• Charlene Marth