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.
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
CRD# 6792902
Coign Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Rh Advisors, LLC | Farmington, UT | Feb 2021 - Current | 3 |
Rock House Financial | Farmington, UT | Jan 2021 - Current | 3 |
Student | Rexburg, ID | Sep 2020 - Dec 2020 | < 1 |
Charles Schwab | Pendleton, OR | Jun 2020 - Jul 2020 | < 1 |
Brigham Young University - Idaho | Rexburg, ID | Apr 2019 - Apr 2020 | 1 |
Vue Advisors | Rexburg, ID | Apr 2019 - Oct 2019 | < 1 |
Student | Rexburg, ID | Sep 2018 - Apr 2019 | < 1 |
Home Care Pulse | Rexburg, ID | Feb 2019 - Mar 2019 | < 1 |
Aptive Environmental | Columbia, MD | Apr 2018 - Aug 2018 | < 1 |
Student | Rexburg, ID | Jan 2018 - Apr 2018 | < 1 |
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 |
- UT
-
Total Assets Under Management215MILLIONS
-
Total Number of Accounts1,216ACCOUNTS
-
Average Account Value$176,753
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, ID, NV, TX, UT, WA
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