Erin E Yake
Investment adviser representative at Sound Income Strategies, LLC
10 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
10 years in the industry.
- Sound Income Strategies, LLCNov 2025 to now
- Poole Locke AssociatesNov 2025 to now
- Cetera Investment Advisers LLCMay 2025 to Oct 2025
- Cetera Investment Services LLCMay 2025 to Oct 2025
- Citadel Federal Credit UnionMay 2025 to Oct 2025
- J.P. Morgan Securities LLCOct 2024 to Apr 2025
- JPMorgan Chase Bank, N.A.Oct 2024 to Apr 2025
- Ameriprise Financial Services, LLCMay 2022 to Sep 2024
- Gap, Inc. (oldnavy)Aug 2021 to Nov 2021
- VanguardJun 2021 to Apr 2022
- Purshe Kaplan Sterling InvestmentsMar 2019 to Jul 2021
- Brandywine Oak Private WealthJul 2018 to Jun 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2015 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 6096549
- Firm CRD
- 173272