TrueAdvisor
TrueAdvisor
CS
CS

Craig Arnold Sorenson

Ele Advisory Services, INC
39 Years of Experience
5 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Ele Advisory Services, INC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,156 clients
Average Client Portfolio
$109K average
Assets Under Management
$125.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

18700 W. 10 Mile Road, Suite 100, Southfield, MI, 48075

Get directions

History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
May 2021
Financial
September 2018
Final
Financial
March 2017
Final
Customer Dispute
December 2016
Closed-No Action
Customer Dispute
October 1997
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Craig is an agent at Financial Wealth Solutions Inc, supporting the growth of the financial services business, dedicating a few hours per week. He also works as an insurance agent at 1st Consumer Insurance Agency Inc. and as an Investment Advisor Representative at ELE Advisory Services, Inc., each taking about a quarter of his time.

Employment History
Current Registrations
Ele Advisory Services, INC
February 2020 - Present · 6 yrs
Ele Wealth Solutions, INC.Broker
February 2020 - Present · 6 yrs
Previous Registrations
Ip Financial Advisory Services LLC
January 2020 - February 2020 · 1 mo
Innovation Partners LLCBroker
May 2016 - February 2020 · 3 yrs 9 mos
Innovation Partners LLC
April 2016 - February 2020 · 3 yrs 10 mos
Regulus Advisors, LLCBroker
January 2014 - August 2014 · 7 mos
1st Consumer Advisory Group LLC
January 2014 - January 2016 · 2 yrs
1st Consumer Advisory Group LLC
January 2014 - December 2014 · 11 mos
Southeast Investments, N.c., INC.
March 2013 - January 2014 · 10 mos
Southeast Investments, N.c., INC.Broker
February 2013 - January 2014 · 11 mos
Ausdal Financial Partners, INC.
April 2012 - December 2012 · 8 mos
Ausdal Financial Partners, INC.Broker
April 2012 - December 2012 · 8 mos
Colorado Financial Service CorporationBroker
April 2011 - April 2012 · 1 yr
Qa3 Financial LLC
March 2009 - October 2010 · 1 yr 7 mos
Qa3 Financial CORP.Broker
March 2009 - October 2010 · 1 yr 7 mos
Intersecurities, INC.
July 2008 - March 2009 · 8 mos
Intersecurities, INC.Broker
March 2007 - March 2009 · 2 yrs
Equity Leadership Securities Group, INC.Broker
June 2004 - March 2007 · 2 yrs 9 mos
Sterne Agee Financial Services, INC.Broker
September 2002 - June 2004 · 1 yr 9 mos
Capwest Securities, INC.Broker
April 2002 - September 2002 · 5 mos
Locust Street Securities, INC.Broker
February 2002 - May 2002 · 3 mos
Wma Securities, INC.Broker
October 1995 - February 2002 · 6 yrs 4 mos
PFS Investments INC.Broker
November 1993 - October 1995 · 1 yr 11 mos
First American National Securities, INC.Broker
September 1983 - December 1991 · 8 yrs 3 mos
State Registrations19 states
ALAZCACOCTFLIAILMNNCNDNEOKSCSDTXWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Craig Arnold Sorenson - Financial Advisor | TrueAdvisor