Connor Michael Stewart

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

• 08/2021 → Present
  Crystal Lake Tax And Financial
  Crystal Lake, IL
• 01/2022 → Present
  Sound Income Strategies Llc
  Fort Lauderdale, FL
• 08/2016 → 08/2018
  Party City
  Mchenry, IL
• 08/2018 → 08/2021
  Unemployed
  Mchenry, IL

Other Businesses

1. Crystal Lake Tax and Financial - Investment related. Sales of fixed insurance products. 265 Exchange Drive Suite 101 Crystal Lake, IL 60014. 1/2022 - present. Approximately 50% of business hours. 2. The Retirement Income Source DBA - Investment related. marketing to perspective clients for Investment advisory and fixed insurance services. 1/20/22 - present. Does not encompass any business hours. 3. Crystal Lake Tax and Financial - Investment related. Financial Advisor. Services current clients for investment advisory services. 265 Exchange Drive Suite 101 Crystal Lake, IL 60014. 1/2022 - present. Approximately 50% of business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-05