BS
BS

Brad Wilson Sorensen

8 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,563 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.7B

Fee Structure

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Location

5255 N Edgewood Drive, Suite 225, Provo, UT, 84604

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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

Brad works as an investment adviser representative for The Norden Group in Provo, Utah. This activity takes about a quarter of his time.

Employment History
Current Registrations
The Norden Group LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Townsquare Capital, LLC
April 2018 - June 2023 · 5 yrs 2 mos
Hornor, Townsend & Kent, INC.
December 2017 - February 2018 · 2 mos
Hornor, Townsend & Kent, INC.Broker
August 2017 - February 2018 · 6 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.