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Scott Sorenson

12 Years of Experience
Overland Park, KS

Scott Sorenson is a registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 12 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
59 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5700 W. 112th St, Suite 500, Overland Park, KS, 66211

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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 Activities

Scott is a CPA and partner at Frankel Zacharia, LLC, offering tax, accounting, and audit services since 2004. He dedicates more than full-time hours to this non-investment related activity, with most hours during trading hours.

Employment History
Current Registrations
Mariner Wealth
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Honkamp Krueger Financial Services INC
January 2014 - October 2017 · 3 yrs 9 mos
State Registrations2 states
KSNE
Advisor

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.

Exams
No exam information available for this advisor.
Scott Sorenson - Financial Advisor | TrueAdvisor