Soren Christensen, CFP®, CIMA®, ChFC®
CRD Number: 5167067Current Firm: Advanced Investment Management LLC
Compensation Model: Both
Soren T. Christensen is the Founder and Chief Investment Officer of Advanced Investment Management®. Mr. Christensen has decades of experience in the financial services industry and he is a Certified Financial Planner™, Certified Investment Management Analyst®, and Chartered Financial Consultant® professional. As a result of achieving these designations, Soren has extensive investment analysis and management training. These accreditations also set and maintain high ethical standards, with rigorous enforcement. In recognition of his considerable training, knowledge, and expertise Soren has been interviewed by many financial media outlets, including: CNBC, the Wall Street Journal, and Financial Planning Magazine, as well as many local publications, such as: Naples Illustrated, Gulfshore Business, and the Naples Daily News.
Mr. Christensen represents clients across the country as a comprehensive investment advisor. Soren founded Advanced Investment Management® to provide transparent advice for each client’s unique circumstances. Soren believes in full transparency of fees and honest communication with clients. He strives to offer an exceptionally high level of service to his clients.
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The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advanced Investment Management LLC | Naples, FL | Aug 2017 - Current | 6 |
| Advanced Investment Management LLC | Naples, FL | Apr 2013 - Current | 11 |
| Advanced Wealth Advisors,llc | Naples, FL | Oct 2010 - Current | 13 |
| G.f. Investment Services LLC | Sarasota, FL | Jan 2015 - Aug 2017 | 2 |
| Global Financial Private Capital, LLC | Sarasota, FL | Oct 2010 - Aug 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2007 |
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Total Assets Under Management47MILLIONS
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Total Number of Accounts254ACCOUNTS
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Average Account Value$186,170
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL
Investment advisory services are offered through Advanced Investment Management, LLC, a Registered Investment Advisor in the State of Florida. Our representatives can be compensated on a fee basis, commission basis, or both depending on the scope of the client-planner engagement.
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