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Christopher David Redmon

Sorensen Financial Management

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About Christopher David Redmon

Christopher Redmon is an Investment Advisor Representative associated with Sorensen Financial Management. Christopher has been in the industry since June 2019, Christopher's qualifications include passing the Series 63 and 65 exams and has a Series 7TO and SIE license. Christopher offers services such as financial planning, educational seminars, and portfolio management for individuals. Christopher has experience working as an Associate, Brokerage Service Rep at Charles Schwab & Co., Inc.

Firm Information

Christopher Redmon is currently registered with Sorensen Financial Management. Sorensen Financial Management is an investment advisor with 1 investment advisor representative. The firm provides financial planning, educational seminars, and portfolio management for individuals. They have 36 accounts under management, totaling $14,262,811 in regulatory assets.

$14.26M

Assets Under Management

Not reported

Total Clients

2

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 individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Christopher Redmon’s Registration & Firm History

CO

10/30/2023 - Present

Sorensen Financial Management (DENVER CO)

CO

06/21/2019 - 04/29/2021

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

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Licenses & Designations

IA

Issued 07/26/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/21/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Christopher David Redmon. Review regulatory record here.
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