Rhonda Sorensen, financial advisor Springfield MO
93 score

Rhonda Sorensen

CRD Number: 4483220
Current Firm: Arvest Wealth Management

Rhonda Sorensen (CRD# 4483220) is an Investment Advisor Representative working at Arvest Wealth Management in Springfield, MO and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Arvest Bank Springfield, MO Jun 2016 - Current < 1
Arvest Wealth Management Springfield, MO Jun 2016 - Current < 1
Bank Of America, N.a. Springfield, MO May 2013 - Jun 2016 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield, MO Apr 2013 - Jun 2016 3
Valic Financal Advisors Overland Park, KS Jul 2012 - Apr 2013 < 1
Unemployed Na, MO Jul 2011 - Jul 2012 1
Umb Financial Services Springfield, MO Apr 2009 - Jul 2011 2
Banc Of America Investment Services, Inc. Springfield, MO Jan 2002 - Apr 2009 7
Bank Of America, N.a. Springfield, MO Sep 1997 - Mar 2009 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for Rhonda L. Sorensen
Phone Number: 479 770 1825
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    1,357
    MILLIONS
  • Total Number of Accounts
    6,456
    ACCOUNTS
  • Average Account Value
    $210,211
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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