Sheri Sorensen is a registered investment advisor at LPL Financial LLC, based in Whitehall, WI, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
18539 Dodge St, Whitehall, WI, 54773
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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.
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Sheri operates North Point Advisor Group as a DBA for her LPL business and provides investment advisory services through Great Valley Advisor Group, dedicating full-time hours to the latter. She also co-owns real estate, runs a tax and accounting service, and owns a beef hobby farm, dedicating a minimal amount of time to the farm.
Employment History
Current Registrations
LPL Financial LLC
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations5 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.