Andrew James Mitchell
Investment adviser representative at Sound Income Strategies, LLC
10 yearsExperience
2 statesRegistered 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, LLCAug 2025 to now
- Crystal Lake Tax and FinancialJul 2025 to now
- Charles Schwab Bank, SsbMay 2023 to Jul 2025
- Charles Schwab & Co., Inc.Jan 2023 to Jul 2025
- TD Ameritrade, Inc.Jun 2020 to Jun 2024
- WipfliJan 2020 to Apr 2020
- University of KentuckyAug 2019 to Jan 2020
- Puro CleanMay 2019 to Aug 2019
- US Army ReservesNov 2016 to Oct 2022
- PotbellyJun 2016 to Nov 2016
- DominosMay 2016 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
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
- 7269909
- Firm CRD
- 173272