Sorensen Financial Management

Sorensen Financial Management (CRD# 113297) is a financial advisory firm headquartered in Aurora, CO. They manage $18,490,833 in 39 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $474,124
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Sorensen Financial Management
Showing 1 - 2 of 2 top financial advisors.
1
Patricia K. Sorensen
CRD#: 1201285
3082 Evergreen Parkway, Suite F, Evergreen, CO 80439

Patricia Sorensen (CRD# 1201285) is an Investment Advisor Representative working at Sorensen Financial Management in Evergreen, CO and has over 39 years of experience in the finance industry.

2
Christopher D. Redmon
CRD#: 7050456
17873 E. Bethany Dr., Aurora, CO 80013

Christopher Redmon (CRD# 7050456) is an Investment Advisor Representative working at Sorensen Financial Management in Aurora, CO and has over 4 years of experience in the finance industry.

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