Andrew Sorum (CRD# 6300898) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pelican Rapids, MN and has over 10 years of experience in the finance industry.
CRD# 2639006
Future Bright
CRD# 4416972
Edward Jones
CRD# 6133709
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | St. Cloud, MN | Apr 2014 - Current | 10 |
| Minnesota National Bank | Pelican Rapids, MN | Feb 2014 - Current | 10 |
| Cetera Investment Services LLC | St. Cloud, MN | Feb 2014 - Current | 10 |
| Minnesota Flyers Gymnastics | Detroit Lakes, MN | Jan 2013 - Jul 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- MN
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- 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
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, WY
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