Jeremy Sorenson
Jeremy Sorenson is a CFP-designated registered investment advisor at Aspen Private Advisors, LLC, based in Sioux Falls, SD, with 14 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 117 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspen Private Advisors offers investment management through wrap fee programs. Fees for this service are not listed in this brochure.
Location
5201 South Western Avenue, Suite 103, Sioux Falls, SD, 57108
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeremy is involved in several insurance-related activities, including disability insurance, long-term care, Medicare supplements, medical insurance, and life insurance. He also provides business consulting services through Aspen Consulting, LLC, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Aspen Private Advisors, LLC
Previous Registrations
Level Four Advisory Services
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Thrivent Investment Management INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.