Lukas Martin Pawlowski

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

• 05/2014 → 04/2017
  Legg Mason Investor Services, Llc
  Stamford, CT
• 04/2017 → 03/2018
  Legg Mason Investor Services, Llc
  Stamford, CT
• 03/2018 → 10/2020
  Legg Mason & Co Llc
  Stamford, CT
• 09/2021 → 10/2022
  Emerge Capital Management, Inc.
  Buffalo, NY
• 10/2020 → 09/2021
  Unemployed
  Stamford, CT
• 09/2022 → 10/2022
  Alps Distributors, Inc.
  Denver, CO
• 10/2022 → 04/2025
  Benjamin F. Edwards
  Danbury, CT
• 04/2025 → Present
  Sound Income Strategies, Llc
  Fort Lauderdale, FL
• 04/2025 → Present
  Retirement Income Source Sfg
  Westbrook, CT

Previous Registrations

• 2022-11-16 → 2025-04-03
  Benjamin F. Edwards & Company, Inc.
  St. Louis, MO
  St. Louis, MO
  Danbury, CT
• 2022-04-11 → 2022-12-12
  Emerge Capital Management
  Buffalo, NY
  Norwalk, CT

Other Businesses

1. Retirement Income Source SFG - Fixed Insurance Sales - 04/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 1921 Boston Post Road, #8, Westbrook, CT 06498. This will encompass approximately 30% of business hours. 2. Retirement Income Source SFG - Client Acquisition Advisor - 04/2025 - present - Investment Related-Acquire new clients for investment advisory services - 1921 Boston Post Road, #8, Westbrook, CT 06498. This will encompass approximately 70% of business hours. 3. Retirement Income Source, LLC DBA - 04/2025 - present - Investment Related - 1921 Boston Post Road, #8, Westbrook, CT 06498. The Retirement Income Source is used to market to prospective clients for Investment Advisory and Fixed Insurance services. This will not encompass any business hours. 4. Scranton Financial Group, LLC DBA Retirement Income Source SFG - 04/2025- Present - Investment related - 1921 Boston Post Road, #8, Westbrook, CT 06498. Markets the sale of Investment Advisory and Fixed Insurance Services to perspective clients. This will not encompass any business hours. 5. Bnb Mac, LLC - 07/2021 - Present - Not investment related - 4 Elaine Street, Norwalk, CT 06850. Property owner which he maintains and rents to tenants. This will not encompass any business hours. 6. Norwalk Calendar Planning Committee - 10/2024 - Present - Not investment related - 4 Elaine Street, Norwalk, CT 06850. Collaborate on various events. This will not encompass any business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-11
• S63 Uniform Securities Agent State Law Examination
  2007-05-14

Other Names

• Lukas M Pawlowski
• Lukasz Marcin Pawlowski