Nicklas E Norvell
Investment adviser representative at Sound Income Strategies, LLC
18 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
18 years in the industry.
- Sound Income Strategies, LLCJul 2023 to now
- Wright Financial Group LLCJul 2023 to now
- UnemployedFeb 2023 to Jul 2023
- Cam Insurance, LLCNov 2019 to Feb 2023
- Croak Asset Management, LLCAug 2018 to Feb 2023
- CostcoApr 2016 to Aug 2019
- StudentJan 2008 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7054690
- Firm CRD
- 173272