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Erik Curtis Sorenson

GPS Wealth Strategies Group, LLC

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About Erik Curtis Sorenson

Erik Sorenson is a financial advisor with over 17 years of experience in the financial services industry. Erik is a Registered Representative and Investment Advisor Representative with GPS Wealth Strategies Group, LLC. Erik's previous experience includes working with Ameriprise Financial Services, Inc.. Erik specializes in providing financial planning services to individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans. Erik is also a Certified Financial Planner. Erik is registered in 36 states to provide brokerage services. Erik is also registered in 4 states to provide Investment Advisory Services.

Firm Information

Erik Sorenson is currently registered with GPS Wealth Strategies Group, LLC. GPS Wealth Strategies Group, LLC is an investment advisor headquartered in Centennial, Colorado. The firm manages approximately $1 billion to $10 billion in assets and has 24 registered representatives. GPS Wealth Strategies Group, LLC provides financial planning, portfolio management for individuals, and pension consulting services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations.
GPS Wealth Strategies Group, LLC

6484 SOUTH QUEBEC STREET

CENTENNIAL, CO 80111

$1.07B

Assets Under Management

143

Total Clients

20

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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Erik Sorenson’s Registration & Firm History

CO

10/02/2023 - Present

GPS Wealth Strategies Group, LLC (Centennial CO)

CO

05/24/2006 - 05/29/2009

AMERIPRISE FINANCIAL SERVICES, INC. (DENVER CO)

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Licenses & Designations

BOTH

Issued 06/02/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/02/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erik Curtis Sorenson.
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