ES
CFP
ES
CFP

Erik Curtis Sorenson

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
3,213 clients
Average Client Portfolio
$441K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
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Location

3939 E. Araphoe Rd, Suite 100, Centennial, CO, 80122

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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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Other Business ActivitiesSells Insurance

Erik is involved in several outside business activities, including Aspen Wealth Management, S & P Holdings LLC (real estate rental), LTCI Partners (non-variable insurance), GPS Wealth Strategies Group (investment advisory), CSP Strawberry Holdings LLC (real estate rental), and Junior's Old School Barber Shop. He spends about half his time on GPS Wealth Strategies Group and minimal time on the other activities, including placing long-term care policies through LTCI Partners.

Employment History
Current Registrations
Gps Wealth Strategies Group, LLC
January 2017 - Present · 9 yrs 1 mo
LPL Financial LLCBroker
May 2009 - Present · 16 yrs 9 mos
LPL Financial LLC
May 2009 - Present · 16 yrs 9 mos
Previous Registrations
LPL Financial LLC
May 2009 - December 2021 · 12 yrs 7 mos
Ameriprise Financial Services, INC.
June 2006 - May 2009 · 2 yrs 11 mos
Ameriprise Financial Services, INC.Broker
May 2006 - May 2009 · 3 yrs
State Registrations36 states
AKALAZCACODCFLGAIDINKSMAMDMEMIMNMOMTNCNENHNMNVNYOHOKORPASCSDTXUTVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Erik Curtis Sorenson - Financial Advisor | TrueAdvisor