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Andrew James Mitchell

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
125 advisors
Number of Clients
24,350 clients
Average Client Portfolio
$144K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$25K
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Location

1160 N Plaza Drive, Schaumburg, IL, 60173

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew serves in the US Army as an ammo specialist and infantryman since 2016. This takes about 10-20% of his time, including a few hours during trading hours.

Employment History
Current Registrations
Sound Income Strategies, LLC
August 2025 - Present · 6 mos
Previous Registrations
Charles Schwab & CO., INC.
July 2023 - August 2025 · 2 yrs 1 mo
Charles Schwab & CO., INC.Broker
January 2023 - August 2025 · 2 yrs 7 mos
TD Ameritrade, INC.Broker
October 2020 - May 2024 · 3 yrs 7 mos
State Registrations2 states
ILWI
Advisor
Exams
No exam information available for this advisor.
Andrew James Mitchell - Financial Advisor | TrueAdvisor