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Brad Wilson Sorensen

THE Norden Group LLC

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About Brad Wilson Sorensen

Brad Wilson Sorensen is a financial advisor with The Norden Group LLC, located in Provo, Utah. Brad has been in the financial industry for over 6 years, previously working at HORNOR, TOWNSEND & KENT, INC. and TOWNSQUARE CAPITAL, LLC. Brad is a licensed investment advisor in Texas and Utah. Brad specializes in financial planning, portfolio management, and investment advisory services. He provides services to individuals, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Brad Sorensen is currently registered with THE Norden Group LLC. THE Norden Group LLC is an investment advisor registered with the SEC. The firm provides advisory services to individuals, corporations, and other entities, including portfolio management, financial planning, and educational seminars. Based in Provo, Utah, the firm has approximately $1.74 billion in assets under management.
THE Norden Group LLC

5255 N EDGEWOOD DRIVE

PROVO, UT 84604

$1.74B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brad Sorensen’s Registration & Firm History

UT

03/15/2023 - Present

THE Norden Group LLC (PROVO UT)

UT

08/18/2017 - 02/27/2018

HORNOR, TOWNSEND & KENT, INC. (OREM UT)

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Licenses & Designations

IA

Issued 11/22/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brad Wilson Sorensen.
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