MJ
Matthew P. Johnson
SOUNDOME STRATEGIES
Clear Lake, IA 50428
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CRD#: 6051686
MJ
Professional summary
Matthew Perry Johnson is a registered financial advisor currently at SOUND INCOME STRATEGIES, LLC located in Clear Lake, Iowa.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. JOHNSON INSURANCE AGENCY DBA -OWNER/AGENT CONDUCTING SALES OF FIXED AND INDEXED ANNUITIES AND LIFE AND HEALTH INSURANCE/ THIS ENCOMPASSES APPROXIMATELY 5% OF BUSINESS HOURS. 2. ADULT EDUCATION INSTRUCTOR AT IOWA CENTRAL COMMUNITY COLLEGE, IOWA LAKES COMMUNITY COLLEGE, AND NORTH IOWA COMMUNITY COLLEGE. THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS. NON INVESTMENT RELATED. 3. JOHNSON WEALTH AND INSURANCE SERVICES - 6-1-2021 - PRESENT - NON- INVESTMENT RELATED. DBA UTILIZED FOR FIXED INSURANCE SERVICES IN THE STATE OF CALIFORNIA.THIS ENCOMPASSES APPROXIMATELY 1% OF BUSINESS HOURS. 4. CAPITALIZED LIFE LLC. INVESTMENT RELATED. CREATES EDUCATIONAL AND INSPIRATIONAL MATERIALS FOR THE PUBLIC INCLUDING TRAINING CLASSES. THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS. 5. TRUSTWORTHY FINANCIAL, LLC-HOLDING COMPANY FOR JOHNSON WEALTH & INCOME MANAGEMENT AND JOHNSON INSURANCE AGENCY. This is Investment related and does not encompass any business hours. 6. Retirement Income Source - Franchise owner - Investment related. 8/16/19 Marketing to prospective clients for Investment Advisory and Fixed Insurance services. This does not encompass any business hours. 7. JOHNSON WEALTH AND INCOME MANAGEMENT DBA- MARKETING AND SALES OF INVESTMENT ADVISORY SERVICES - INVESTMENT RELATED. OFFICE LOCATED AT 12 3RD STREET N. HUMBOLDT, IA 50548. THIS ENCOMPASSES APPROXIMATELY 40% OF BUSINESS HOURS. 8. Victor Investments LLC - Non - Investment Related. Used for holding commercial real estate and collection of rental income. this does not encompass any business hours. 9. MP Johnson Investments LLC- Real Estate holdings LLC. Non- Investment related. This does not encompass any business hours. 10. Sound Income Group - Investment related. Less than a 1% owner. Financial Services Company. This does not encompass any business hours. 11. Matthew P. Johnson Family Trust - Trustee - not investment related - 2723 200th Street, Hardy, IA 50545 - management of assets and real estate - This does not encompass any business hours. 12. Matthew P. Johnson Heritage Trust - Trustee - not investment related - 2723 200th Street, Hardy, IA 50545 - management of assets and real estate (if any) - This does not encompass any business hours. 13. Hillcrest Baptist Church - not investment related - 1227 US Highway 18, Algona, IA 50511 - helps with pastoral care and serves the community - This does not encompass any business hours. 14. Paratus Holdings, LLC - investment related - 12 3rd Street N. Humboldt, IA 50548 - 100% owner of holding company for multiple LLCs which offer real estate and other financial services. This does not encompass any business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Perry Johnson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 11, 2015 - Present
SOUND INCOME STRATEGIES, LLC
Office #1: 11 Plaza Drive, Clear Lake, IA 50428Office #2: 12 3rd. St. N., Humboldt, IA 50548RIA
CRD#: 173272
Clear Lake, IA
Past
July 1, 2015 - July 2, 2015
SOUND INCOME STRATEGIES, LLC
RIA
CRD#: 173272
HUMBOLDT, IA
Past
April 4, 2012 - August 12, 2015
CREATIVEONE SECURITIES, LLC
RIA
CRD#: 152974
HUMBOLDT, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SI
SOUND INCOME STRATEGIES, LLC
ABUNDANT WEALTH MANAGEMENT | WRIGHT FINANCIAL GROUP | WILLO FINANCIAL | WEALTHWORKS FINANCIAL | TPC FINANCIAL GROUP | THREE BRIDGES FINANCIAL GROUP | TEXAS RETIREMENT SOLUTIONS | TEQUESTA RETIREMENT GROUP | STRATEGIC SENIOR BENEFITS GROUP | STEARNS RETIREMENT GROUP | SPARKS FINANCIAL GROUP | SOUND INCOME STRATEGIES, LLC | SNODGRASS FINANCIAL STRATEGIES | SHALA FINANCIAL | SFG CAPITAL MANAGEMENT | SENIOR ADVISORS INC. | SCRANTON FINANCIAL GROUP OF SOUTH WINDSOR | SCRANTON FINANCIAL GROUP | ROTHERMEL FINANCIAL | RICH WEALTH MANAGEMENT | RETIREMENT SOLUTIONS LLC | RETIREMENT INCOME SOURCE SW FLORIDA | RETIREMENT INCOME SOURCE OF HUNTSVILLE | RETIREMENT INCOME SOURCE OF FORT LAUDERDALE | RETIREMENT INCOME SOURCE | RETIREMENT INCOME SOLUTIONS | RELIABLE PLANNING GROUP | RELIABILE WEALTH FINANCIAL GROUP | POOLE LOCKE ADVISORS | PLATINUM FINANCIAL LLC | PINEHURST WEALTH MANAGEMENT | PEASON FINANCIAL GROUP | NORTH SHORE ASSET MANAGEMENT | NORTH AMERICAN FINANCIAL | NEW ENGLAND FINANCIAL PARTNERS LLC | MID-AMERICAN TAX | MCLEAN TAX ADVISORY GROUP | MCKENZIE FINANCIAL GROUP | MCCARTIN FINANCIAL | MCADAMS GROUP | MASON WEALTH GROUP | LIVE LOVE FLOURISH | JOHNSON WEALTH & INCOME MANAGEMENT | INNER CIRCLE ASSET MANAGEMENT | HORIZON WEALTH PARTNERS | HAMMONTREE FINANCIAL PARTNERS | GOODMAN GREEN WEALTH MANAGEMENT | FORTRESS FINANCIAL GROUP | FOCUS FINANCIAL PLANNING | FIRM FOUNDATION TN | FINSETT SOLUTIONS | FAMILY LEGACY GROUP | EISSMAN WEALTH MANAGEMENT | DORCEY FINANCIAL LLC | CRYSTAL LAKE TAX AND FINANCIAL SERVICES | CROSSROADS FINANCIAL SOLUTIONS | COMMUNITY INVESTMENT AND RETIREMENT SERVICES | COMMONWEALTH GUARDIANS | CKS SUMMIT GROUP | CHAMBERLIN FINANCIAL | CHAMBERLAIN ADVISORY GROUP | CARTER FINANCIAL GROUP | CARRIER FINANCIAL SERVICES | BRANDON BELL FINANCIAL PARTNERS | BLISS WEALTH MANAGEMENT | ATLAS FINANCIAL ADVISORY GROUP | ARBOR FINANCIAL SERVICES | APONTE FINANCIAL SERVICES | ALL NEEDS PLANNING
CRD#: 173272 / SEC#: 801-80425
RIA
Registered Investment Advisory firm - (10/22/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Iowa(8/11/2015)
Current Firm
SI
SOUND INCOME STRATEGIES, LLC
ABUNDANT WEALTH MANAGEMENT | WRIGHT FINANCIAL GROUP | WILLO FINANCIAL | WEALTHWORKS FINANCIAL | TPC FINANCIAL GROUP | THREE BRIDGES FINANCIAL GROUP | TEXAS RETIREMENT SOLUTIONS | TEQUESTA RETIREMENT GROUP | STRATEGIC SENIOR BENEFITS GROUP | STEARNS RETIREMENT GROUP | SPARKS FINANCIAL GROUP | SOUND INCOME STRATEGIES, LLC | SNODGRASS FINANCIAL STRATEGIES | SHALA FINANCIAL | SFG CAPITAL MANAGEMENT | SENIOR ADVISORS INC. | SCRANTON FINANCIAL GROUP OF SOUTH WINDSOR | SCRANTON FINANCIAL GROUP | ROTHERMEL FINANCIAL | RICH WEALTH MANAGEMENT | RETIREMENT SOLUTIONS LLC | RETIREMENT INCOME SOURCE SW FLORIDA | RETIREMENT INCOME SOURCE OF HUNTSVILLE | RETIREMENT INCOME SOURCE OF FORT LAUDERDALE | RETIREMENT INCOME SOURCE | RETIREMENT INCOME SOLUTIONS | RELIABLE PLANNING GROUP | RELIABILE WEALTH FINANCIAL GROUP | POOLE LOCKE ADVISORS | PLATINUM FINANCIAL LLC | PINEHURST WEALTH MANAGEMENT | PEASON FINANCIAL GROUP | NORTH SHORE ASSET MANAGEMENT | NORTH AMERICAN FINANCIAL | NEW ENGLAND FINANCIAL PARTNERS LLC | MID-AMERICAN TAX | MCLEAN TAX ADVISORY GROUP | MCKENZIE FINANCIAL GROUP | MCCARTIN FINANCIAL | MCADAMS GROUP | MASON WEALTH GROUP | LIVE LOVE FLOURISH | JOHNSON WEALTH & INCOME MANAGEMENT | INNER CIRCLE ASSET MANAGEMENT | HORIZON WEALTH PARTNERS | HAMMONTREE FINANCIAL PARTNERS | GOODMAN GREEN WEALTH MANAGEMENT | FORTRESS FINANCIAL GROUP | FOCUS FINANCIAL PLANNING | FIRM FOUNDATION TN | FINSETT SOLUTIONS | FAMILY LEGACY GROUP | EISSMAN WEALTH MANAGEMENT | DORCEY FINANCIAL LLC | CRYSTAL LAKE TAX AND FINANCIAL SERVICES | CROSSROADS FINANCIAL SOLUTIONS | COMMUNITY INVESTMENT AND RETIREMENT SERVICES | COMMONWEALTH GUARDIANS | CKS SUMMIT GROUP | CHAMBERLIN FINANCIAL | CHAMBERLAIN ADVISORY GROUP | CARTER FINANCIAL GROUP | CARRIER FINANCIAL SERVICES | BRANDON BELL FINANCIAL PARTNERS | BLISS WEALTH MANAGEMENT | ATLAS FINANCIAL ADVISORY GROUP | ARBOR FINANCIAL SERVICES | APONTE FINANCIAL SERVICES | ALL NEEDS PLANNING
CRD#: 173272 / SEC#: 801-80425
RIA
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Contact information
Main Address
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309
Mailing Address
Phone number
(954) 487-1860
Established
Firm type
Fiscal year end
# of Employees
111
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 26,055 |
| AUM (Assets Under Management) | $ 4,038,151,245 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
