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Christopher Redmon

4 Years of Experience
Denver, CO
1 Disclosure

Christopher Redmon is a registered investment advisor at Sorensen Financial Management, based in Denver, CO, with 4 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 32 clients with $14M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
32 clients
Average Client Portfolio
$433K average
Assets Under Management
$13.9M

Fee Structure

Planning is included in investment management (also available separately)

Sorensen Financial Management offers investment advice for a fee based on the value of your portfolio. The fees range from 0.25% to 1.5% annually, paid monthly in advance. Fees are negotiable.

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Location

1295 Race St., Apt. 306, Denver, CO, 80206

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History

Regulatory History (1)
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Financial
August 2016
Final
Other Business Activities

Christopher is a singer-songwriter performing as Bear and the Beasts since 2015. He spends minimal time writing, recording, and performing music.

Employment History
Current Registrations
Sorensen Financial Management
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
June 2019 - April 2021 · 1 yr 10 mos
State Registrations2 states
COTX
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.
Christopher Redmon - Financial Advisor | TrueAdvisor