Jerad Sorgenfrei, financial advisor Scottsdale AZ
93 score

Jerad Sorgenfrei

CRD Number: 5492233
Current Firm: Bedrock Investment Advisors

Jerad Sorgenfrei (CRD# 5492233) is an Investment Advisor Representative working at Bedrock Investment Advisors in Scottsdale, AZ and has over 8 years of experience in the finance industry.

Similar Advisors
Alexander Koury, CFP®, financial advisor Scottsdale AZ
Alexander G. Koury, CFP®
CRD# 5607498
Householder Group Estate & Retirement Specialists
Score
108
Similar Advisors
James Davis, CFP®, financial advisor Scottsdale AZ
James R. Davis, CFP®
CRD# 5571675
Woodbury Financial Services, Inc.
Score
103
Similar Advisors
James Hundman, financial advisor Scottsdale AZ
James E. Hundman
CRD# 3233547
Triad Advisors, Inc.
Score
103
Company Name Location Dates Years
Bedrock Investment Advisors Scottsdale, AZ Jun 2015 - Current 1
Transamerica Financial Advisors, Inc. Scottsdale, AZ Sep 2009 - Jun 2015 5
Intersecurities, Inc. Scottsdale, AZ Jul 2009 - Sep 2009 < 1
Unemployed Phoenix, AZ Feb 2009 - Jul 2009 < 1
Merrill Lynch, Pierce, Fenner Smith, Inc. Charlotte, NC Feb 2008 - Feb 2009 1
Dworak Plumbing Lincoln, NE May 2002 - Feb 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Jerad Sorgenfrei
Phone Number: 800-779-4183
Firm Website: http://www.bedrockia.com
Registered State(s):
  • AZ
  • NE
By the Numbers
  • Total Assets Under Management
    31
    MILLIONS
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $215,998
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States

AZ, KS, LA, MO, NE, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.