Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan August Sorenson is an investment advisor representative registered with Thrivent Investment Management Inc. Ian holds a Series 66 license and has been in the industry since 2024. Ian is currently registered in California and Wisconsin. Ian specializes in financial planning and portfolio management for individuals. Ian's previous experience includes positions at Kimberly Area School District, Village of Harrison, Clear Water Car Wash, University of Wisconsin-La Crosse, and Thrivent Financial.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
04/08/2024 - Present
Thrivent Investment Management Inc. (Menasha WI)
BOTH
Issued 04/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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