Michael Sorem, financial advisor Lake Oswego OR
88 score

Michael Sorem

CRD Number: 6275682
Current Firm: Spectrum Strategic Capital Management, LLC

Michael Sorem (CRD# 6275682) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Lake Oswego, OR and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Spectrum Strategic Capital Managemenet LLC Corvallis, OR Nov 2012 - Current 3
Spectrum Cpa Group, LLP Lake Oswego, OR Jan 2012 - Oct 2012 < 1
Unemployed Albany, OR Jul 2011 - Dec 2011 < 1
Universal Forest Products Woodburn, OR Sep 2010 - Jun 2011 < 1
Spectrum Cpa Group, LLP Corvallis, OR Jan 2007 - Aug 2010 3
Oregon State University Corvallis, OR Aug 2006 - Aug 2010 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Michael J. Sorem
Phone Number: (503) 697-1040
Firm Website: http://www.sscapm.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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