TrueAdvisor
TrueAdvisor
HS
CFP
HS
CFP

Heath William Sorenson

Associated Investment Services, INC.
20 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Associated Investment Services, INC.
Compensation
Fee-Only (AUM)
Firm Size
40 advisors
Number of Clients
3,655 clients
Average Client Portfolio
$274K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$5K

Location

5353 Wayzata Blvd., St. Louis Park, MN, 55416

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Associated Investment Services, INC.
March 2025 - Present · 11 mos
Associated Investment Services, INC.
March 2025 - Present · 11 mos
Associated Investment Services, INC.Broker
March 2025 - Present · 11 mos
Previous Registrations
Lasalle St Securities, L.L.C.Broker
September 2023 - December 2024 · 1 yr 3 mos
Midland Wealth Management
July 2023 - January 2025 · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
November 2022 - April 2023 · 5 mos
Raymond James Financial Services Advisors, INC
September 2022 - April 2023 · 7 mos
Midland Financial Advisors, INC.
June 2017 - October 2021 · 4 yrs 4 mos
Raymond James Financial Services Advisors, INC
January 2015 - June 2017 · 2 yrs 5 mos
Raymond James Financial Services, INC.Broker
January 2012 - June 2017 · 5 yrs 5 mos
Amcore Investment Services, INCBroker
June 2002 - May 2010 · 7 yrs 11 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.