Dwight William Rich
Investment adviser representative at Sound Income Strategies, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets
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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
11 years in the industry.
- Sound Income Strategies, LLCMay 2025 to now
- Rich Wealth ManagementFeb 2018 to now
- International Assets Advisory, LLCFeb 2017 to May 2025
- Ameriprise Financial Services, Inc.Oct 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 2433237
- Firm CRD
- 173272