Peter Sorensen, financial advisor Hastings MN
96 score

Peter Sorensen

CRD Number: 1454231
Current Firm: Sagepoint Financial, Inc.

Peter Sorensen (CRD# 1454231) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Hastings, MN and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Current 9
Sorensen Flexible Benefits Ltd Red Wing, MN Jan 1990 - Current 28
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2005 - Jan 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Jun 1999
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Peter A. Sorensen
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • AL
  • FL
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    5,165
    MILLIONS
  • Total Number of Accounts
    25,703
    ACCOUNTS
  • Average Account Value
    $200,939
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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