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Amanda Nicole Johnston

Advisor at Sound Income Strategies, LLC — Clear Lake, IA

Updated today

Credentials

Series 65

Experience

7 years

Location

Clear Lake, IA 50428

Sound Income Strategies, LLC logo

Sound Income Strategies, LLC

Multi-team

Total advisors

125

Across 62 offices

Clients per advisor

198 Very High

Avg AUM per client

$168,290 Very Low

HNW client ratio

2% Very Low

About

Amanda Johnston is a Series 65-licensed financial advisor at Sound Income Strategies, LLC with seven years of industry experience. She has worked previously at Trustworthy Financial LLC, Johnson Wealth and Income Management, and City Savings Bank. Her activities include the sale of fixed insurance and annuities through Trustworthy Financial LLC, where she dedicates the majority of her business hours. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporate and pension clients, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management and offers specialized services such as family-office and special-needs planning.

Client services

Based on Sound Income Strategies, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Sound Income Strategies, LLC

Income planning Annuities Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Sound Income Strategies, LLC

Founder/Business Owner

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Fee options

Fixed

Financial planning fees can be fixed fees negotiated in advance per plan

Percentage

$0+: up to 1.75% annually N/A - N/A: up to 2.0% annually for a limited select group with special needs requiring additional attention

Commissions

Commissions and trail fees from sale of mutual funds, variable annuities, and insurance products by select IA-Reps registered with affiliated broker-dealer Sound Income Wealth, LLC

Project-based

Financial planning services hourly fees with a minimum of $300 per plan

Other

Account minimum: $25,000 (may be waived based on client needs and complexity) Fee-only: Asset management fees, financial planning fees charged hourly or fixed fee, no commissions for advisory services

Location

See office

Clear Lake, IA

11 Plaza Drive

Clear Lake IA 50428

Advisors at this office

2

Most active in

Iowa

Work history

7 years of industry experience

Trustworthy Financial LLC

2022 - Present • 4 years

Humboldt, IA

Sound Income Strategies LLC

2022 - Present • 4 years

Fort Lauderdale, FL

Johnson Wealth and Income Management

2016 - Present • 10 years

Humboldt, IA

City Savings Bank

2016 - 2016 • 1 year

Deridder, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Daniel G

Series 65

Clear Lake, IA

DrG Financial, LLC

Daniel Gabrielson is the managing member and sole advisor at DrG Financial, LLC, holding a Series 65 designation with one year of experience in financial advising. He has a long-standing career as an OBGYN and owner of Gabrielson Clinic for Women since 2009. DrG Financial provides financial planning and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm follows a value-oriented, long-term investment approach and typically recommends third-party money managers for discretionary asset management rather than directly managing client assets.

College savings (529s, UTMA, etc.) General estate planning guidance
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Gregory D

Series 63, Series 65

Forest City, IA

Oasis Advisors

Gregory Diamond is a financial advisor with Oasis Advisors in Forest City, IA, holding Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Terra Wealth Management, Pfs Investments Inc, and Primerica Financial Services. He also works as an independent insurance agent on a part-time basis. Oasis Advisors offers portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a discretionary approach that incorporates fundamental analysis, modern portfolio theory, and a variety of investment instruments including private placements and cryptocurrency.

Private / alternative investments Annuities Real estate investing Founder/Business Owner Executive
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Brian B

Series 66, Series 65

Clear Lake, IA

Wilon Wealth Management

Brian Blankenburg is a financial advisor at Wilon Wealth Management with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Bank of the West and BancWest Investment Services. Outside of his advisory role, he is involved in personal real estate investing with family and friends. Wilon Wealth Management is a team-based registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive wealth management services focused on diversified asset allocation portfolios tailored to clients’ goals, time horizons, and risk tolerances.

General retirement planning Tax-loss harvesting Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Bryan D

Series 66

Forest City, IA

Oasis Advisors

Bryan Dewhurst is a financial advisor at Oasis Advisors with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Terra Wealth Management, Uncommon Wealth Partners, and Summit Financial Group. Dewhurst is also President and CIO of AlphaBit Investments, LLC, which sponsors and manages an ETF. Oasis Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients, utilizing a combination of fundamental analysis, modern portfolio theory, and quantitative methods to deliver discretionary investment management.

Private / alternative investments Annuities Real estate investing Founder/Business Owner Executive
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Andrew K

Series 65

Forest City, IA

Oasis Advisors

Andrew Kern is a financial advisor at OASIS Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at the University of Missouri and New Age Alpha LLC. OASIS Advisors offers portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million using a range of investment strategies and instruments, including both traditional and alternative assets.

Private / alternative investments Annuities Real estate investing Founder/Business Owner Executive
user avatar

Richard R

Series 66

Mason City, IA

RDA Financial network

Richard Ryan is a financial advisor with RDA Financial Network in Mason City, IA, holding a Series 66 designation and 15 years of industry experience. He has worked at RDA Financial Network since 2011 and was previously with United Planners Financial Services. Ryan serves as treasurer on the board of a nonprofit club baseball organization. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm combines discretionary portfolio management with third-party sub-advisors and proprietary strategies, operating a model portfolio program and providing fiduciary plan-sponsor services.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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