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Jeffrey Sorensen, financial advisor Topeka KS

Jeffrey Sorensen

CRD Number: 5880112
Current Firm: Cornerstone Advisors
Compensation Model: Fee Only
Jeffrey Sorensen (CRD# 5880112) is an Investment Advisor Representative working at Cornerstone Advisors in Topeka, KS and has over 4 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Cornerstone Advisors Topeka, KS Jun 2011 - Current 12
Cornerstone Group Topeka, KS Jan 2011 - Current 13
Cambridge Investment Research, Inc. Fairfield, IA Mar 2011 - Dec 2018 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Jeffrey A. Sorensen
6540 Sw 10th Avenue, Topeka, KS 66615
Phone Number: 785-273-2685
Advisor Website: http://www.cstonegroup.com
Firm Website: http://cstonegroup.com
Registered State(s):
  • KS
  • TX
Current Firm Details
Cornerstone Advisors
Firm's CRD Number: 114510
6540 Sw 10th Avenue, Topeka, KS 66615
By the Numbers
  • Total Assets Under Management
    218
    MILLIONS
  • Total Number of Accounts
    1,099
    ACCOUNTS
  • Average Account Value
    $198,383
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, FL, KS, LA, MO, NE, TX

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