Mason L Noskowiak

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

• 09/2022 → 11/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kansas City, MO
• 09/2020 → 07/2022
  Pressed
  Columbia, MO
• 07/2022 → 09/2022
  Unemployed
  Columbia, MO
• 08/2018 → 07/2022
  University Of Missouri
  Columbia, MO
• 08/2014 → 08/2018
  Glendale Higschool
  Springfield, MO
• 10/2022 → 11/2025
  Bank Of America N.A.
  Kansas City, MO
• 11/2025 → Present
  Retirement Income Source
  Kansas City, MO
• 11/2025 → Present
  Sound Income Strategies, Llc
  Fort Lauderdale, FL

Previous Registrations

• 2023-04-25 → 2025-12-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kansas City, MO
  Kansas City, MO
  Kansas City, MO
  New York, NY
  Kansas City, MO
  Kansas City, MO
  Kansas City, MO

Other Businesses

1. Retirement Income Source - Client Acquisition Advisor - 11/2025 - present - Investment Related- Recruiting clients for investment advisory services and fixed insurance sales - 1201 NW Briarcliff Parkway, 2nd Floor, Suite 235, Kansas City, MO 64116. This will encompass approximately 50% of business hours. 2. Retirement Income Source - Fixed Insurance Sales - 01/2026 - present - Investment Related - Life, health, long term care, annuity, insurance sales - 1201 NW Briarcliff Parkway, 2nd Floor, Suite 235, Kansas City, MO 64116. This will encompass approximately 50% of business hours. 3. Retirement Income Source, LLC DBA - 11/2025 - present - Investment Related - 1201 NW Briarcliff Parkway, 2nd Floor, Suite 235, Kansas City, MO 64116. The Retirement Income Source is used to market to prospective clients for Investment Advisory services and fixed insurance sales. This will not encompass any business hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-21