Bruce Douglas Rellstab
Investment adviser representative at Sound Income Strategies, LLC
19 yearsExperience
1 stateRegistered in
$4.2BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Retirement Income Source SFGApr 2026 to now
- Sound Income Strategies, LLCApr 2018 to now
- Community Investment & Retirement ServicesNov 2021 to Apr 2026
- Broker Dealer Financial Services Corp.Sep 2007 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (MA).
Sound Income Strategies, LLC
$4.2BAssets managed
24,757Clients
121Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2124973
- Firm CRD
- 173272