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Andrew James Mitchell

Advisor at Sound Income Strategies, LLC — Crystal Lake, IL

Updated today

Credentials

Series 65, Series 63

Experience

5 years

Location

Crystal Lake, IL 60014

Sound Income Strategies, LLC logo

Sound Income Strategies, LLC

Multi-team

Total advisors

122

Across 62 offices

Clients per advisor

203 Very High

Avg AUM per client

$168,290 Very Low

HNW client ratio

2% Very Low

About

Andrew Mitchell is a financial advisor at Sound Income Strategies, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Charles Schwab and TD Ameritrade. Outside of his advisory role, he is involved with Crystal Lake Tax and Finance, where he provides investment advisory and fixed insurance services. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, offering customized portfolios and co-/sub-advisory services, while also providing insurance planning and educational workshops through affiliated entities.

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

Crystal Lake, IL

265 Exchange Drive, Suite 101

Crystal Lake IL 60014

Advisors at this office

3

Most active in

Illinois · Wisconsin

Work history

5 years of industry experience

Sound Income Strategies

2025 - Present • 1 year

Fort Lauderdale, FL

Crystal Lake Tax and Financial

2025 - Present • 1 year

Crystal Lake, IL

Charles Schwab bank, SSB

2023 - 2025 • 2 years

Barrington, IL

Charles Schwab

2023 - 2025 • 2 years

Barrington, IL

Td Ameritrade, Inc.

2020 - 2024 • 4 years

Barrington, IL

Wipfli

2020 - 2020 • 1 year

Palatine, IL

University of Kentucky

2019 - 2020 • 1 year

Lexington, KY

puro clean

2019 - 2019 • 1 year

Crystal Lake, IL

US Army reserves

2016 - 2022 • 6 years

Bloomington, IN

potbelly

2016 - 2016 • 1 year

S Barrington, IL

dominos

2016 - 2019 • 3 years

Hoffmanestates, IL

Disclosures

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

Business activities & affiliations

Benjamin H

CFP®

Barrington, IL

Illuminate Wealth Management

As a CFP® professional and founder of Illuminate Wealth Management, I work with business owners, executives, and professionals who are navigating complex financial decisions. My goal is to help you understand your options, avoid costly mistakes, and create a strategy that supports the life you're working so hard to build. Over the years, I've developed a particular passion for helping clients make smart decisions around equity compensation. Whether you're dealing with RSUs, ISOs, stock options, ESPPs, or a major liquidity event, I help clients think through the tax implications, manage concentration risk, and create a plan that connects today's decisions with their long-term goals. I also work closely with business owners who are balancing the demands of running a company while trying to make thoughtful decisions about growing and protecting their personal wealth. When your business, taxes, retirement goals, investments, and family finances are all connected, financial planning becomes about much more than investments alone. While equity compensation and business planning are often what bring people to me, my role is much larger than solving a single financial challenge. I help clients think through retirement, taxes, investments, cash flow, and long-term wealth planning so they can make decisions with confidence and stay focused on what matters most. My approach is simple: bring clarity to complexity and help people make confident financial decisions. I believe good planning should help you spend less time worrying about money and more time focusing on what matters most to you.

Private / alternative investments Equity compensation tax strategy Retirement income strategy Roth conversion strategy RSUs / ISOs / NSOs Founder/Business Owner Executive Established Professionals

James M

Series 65

Algonquin, IL

Hendricks Wealth and Estate Management

James Madl is a financial advisor at Hendricks Wealth and Estate Management with a Series 65 designation and four years of industry experience. Hendricks Wealth and Estate Management advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and integrates financial planning with tax, insurance, and corporate-structure considerations, providing coordinated legal, tax, and insurance services through affiliated professionals.

General retirement planning Income planning Equity compensation tax strategy Business Financial Management
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David M

CFA®

Barrington, IL

Maple Street Capital Advisors, LLC

David Meehan is a CFA® charterholder with seven years of industry experience. He has been the sole advisor at Maple Street Capital Advisors, LLC since 2018 and previously worked as a self-employed investor for three years. Maple Street Capital Advisors provides investment management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a fundamental, long-term investment approach focused on diversified, low-cost core equity and fixed-income funds, complemented by selected individual equities, with an emphasis on asset allocation, rebalancing, and strategic cash management including a near-constant allocation to gold via ETFs.

Equity compensation tax strategy Real estate investing Tax-loss harvesting General retirement planning Cash flow / budgeting
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Curtis B

CFP®, Series 63

Hoffman Estate, IL

Ameribanc Corporation

Curtis Bergquist is a CFP® with 50 years of industry experience. He is the owner of Ameribanc Corporation, an independent advisory firm based in Hoffman Estates, IL, and has been associated with Ausdal Financial Partners, Inc. since 2009. Ameribanc provides investment advisory and financial planning services to individual and family clients through its Capital Management Service (CMS), which integrates market-timing signals with mutual fund holdings to manage risk and adjust exposure according to market conditions.

General retirement planning
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Brenda K

CFP®

Rolling Meadows, IL

Financial Elements, Inc

Brenda Knox is a CFP® with 26 years of industry experience. She has been with Financial Elements, Inc. since 2008. Financial Elements, Inc. provides comprehensive financial planning and discretionary investment management for individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory, using globally diversified portfolios primarily composed of mutual funds and ETFs, and operates as a small, fee-only advisory practice with multiple professional fiduciary credentials.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.)
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Scott S

CFP®, Series 65

Elgin, IL

Sierens Financial Group, Inc.

Scott Sierens is a CFP® professional with 10 years of industry experience. He is the principal at Sierens Financial Group, Inc. in Elgin, IL, and has prior experience with AE Wealth Management, Gradient Advisors, and AptarGroup. He also works as a paid contractor creating content for YouTube. Sierens Financial Group, Inc. provides discretionary asset management and financial planning to individuals, trusts, estates, and high-net-worth clients, combining mutual funds, ETFs, and both fundamental and technical analysis. The firm offers educational seminars and workshops and accommodates client-specific investment restrictions and goals.

Retirement income strategy Social Security optimization Income planning General tax planning Medicare planning
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