Rhett Sorensen, financial advisor Farmington UT

Rhett Sorensen

CRD Number: 7150047
Current Firm: Rock House Financial

Rhett Sorensen (CRD# 7150047) is an Investment Advisor Representative working at Rock House Financial in Farmington, UT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Rh Advisors, LLC Farmington, UT Feb 2021 - Current 3
Rock House Financial Farmington, UT Jan 2021 - Current 3
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The Church Of Jesus Christ Of Latter-day Saints Fukuoka, Jan 2016 - Jan 2018 2
Kearns Oquirrh Park Fitness Center Kearns, UT May 2012 - Dec 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2021
Contact Info for Rhett J. Sorensen
Phone Number: (801) 447-4200
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    215
    MILLIONS
  • Total Number of Accounts
    1,216
    ACCOUNTS
  • Average Account Value
    $176,753
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA, ID, NV, TX, UT, WA

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