Jerad Sorgenfrei (CRD# 5492233) is an Investment Advisor Representative working at Primus Wealth Advisors LLC in York, NE and has over 15 years of experience in the finance industry.
CRD# 4746157
Lpl Financial LLC
CRD# 3124145
Northwestern Mutual Investment Services,llc
CRD# 2116050
Ameritas Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Primus Wealth Advisors LLC | York, NE | Aug 2018 - Current | 5 |
| Bedrock Investment Advisors | Scottsdale, AZ | Jun 2015 - Aug 2018 | 3 |
| Transamerica Financial Advisors, Inc. | Scottsdale, AZ | Aug 2009 - Jul 2015 | 5 |
| Transamerica Financial Advisors, Inc. | Scottsdale, AZ | Aug 2009 - Jul 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- AZ
- NE
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$1,058,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, NE
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