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Shadi M

Series 63, Series 66

Clear Lake, IA

Sound Income Strategies, LLC

Shadi Mubaidin is a financial advisor at Sound Income Strategies, LLC with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Wells Fargo Bank. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, employing active portfolio management and a combination of fundamental and technical analysis.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Founder/Business Owner
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Amanda J

Series 65

Clear Lake, IA

Sound Income Strategies, LLC

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.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Lacey G

Series 63, Series 65, Series 66

Clear Lake, IA

Sound Income Strategies, LLC

Lacey Gibson is a financial advisor with Sound Income Strategies, LLC, holding Series 63, 65, and 66 credentials and five years of industry experience. She has worked at several firms including Northwestern Mutual and Principal Securities, Inc. Gibson is based in Clear Lake, Iowa. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management and third-party manager allocations.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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