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Sound Income Strategies, LLC CRD 173272
$4.18B regulatory AUM 57 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-12-03 |
Branch Locations
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
101 E. Kennedy Blvd Suite 2420, Tampa, FL 33602 • United States
28210 Paseo Drive Suite 190, Wesley Chapel, FL 33543 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focus Financial Planning | Wesley Chapel | FL | 11/2020 | Present |
| Wholehan Marketing | Toledo | OH | 06/2005 | Present |
1. Focus Financial Planning - DBA - 11/2020 - Present. Sales of fixed insurance products. Investment related. 30715 Burleigh Drive Wesley Chapel, Florida 33543. Approximately 40% of business hours 2. Wholehan Marketing Inc. - Regional Vice President 07/2005 - present. Internal Marketing for Fixed Annuities. Salaried Position. His position is Non- investment related. Approximately 10% of business hours. 3. Medicare sales. - Non- Investment related. Sales of medicare products. 30715 Burleigh Drive Wesley Chapel, Florida 33543. This encompasses approximately 50% of business hours.
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