Damian Christian Rothermel
Investment adviser representative at Sound Income Strategies, LLC
15 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
15 years in the industry.
- Rothermel Tax & Consulting, LLCSep 2025 to now
- Sound Income Strategies, LLCOct 2022 to now
- Sound Income Strategies LLC d/b/a Rothermel Financial ServicesOct 2022 to now
- Rothermel Financial Services LLCJan 2011 to now
- Purshe Kaplan Sterling InvestmentsOct 2022 to Jan 2026
- USA Financial Securities CorporationJun 2012 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 3095845
- Firm CRD
- 173272