Andrew Sorum, financial advisor Pelican Rapids MN
89 score

Andrew Sorum

CRD Number: 6300898
Current Firm: Cetera Investment Advisers LLC

Andrew Sorum (CRD# 6300898) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pelican Rapids, MN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC St. Cloud, MN Apr 2014 - Current 2
Minnesota National Bank Pelican Rapids, MN Feb 2014 - Current 2
Cetera Investment Services LLC St. Cloud, MN Feb 2014 - Current 2
Minnesota Flyers Gymnastics Detroit Lakes, MN Jan 2013 - Current 3
Minnesota State University Moorhead Moorhead, MN Aug 2013 - Dec 2013 < 1
Mudpumpers Mudpumping Dilworth, MN May 2013 - Oct 2013 < 1
Concordia College Moorhead, MN Aug 2009 - May 2013 3
Pelican Rapids High School Pelican Rapids, MN Jun 2012 - Aug 2012 < 1
Corwin Automotive Fargo, ND Aug 2011 - May 2012 < 1
Lakeland Truevalue Pelican Rapids, MN May 2011 - Aug 2011 < 1
Lakeland Truevalue Pelican Rapids, MN May 2010 - Aug 2010 < 1
Birchwood Golf Course Pelican Rapids, MN May 2010 - Aug 2010 < 1
Crossroads Corner Pelican Rapids, MN Jul 2006 - Sep 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Andrew L. Sorum
Phone Number: 888-528-2987
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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