Erik Sorenson is a CFP, ChFC-designated registered investment advisor, based in Datura, CO, with 19 years of industry experience.
Location
Datura, CO
Get directionsHistory
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
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
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Gps Wealth Strategies Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations43 states
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.