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Jeremy James Sorenson

Aspen Private Advisors, LLC

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About Jeremy James Sorenson

Jeremy Sorenson is a financial advisor with Aspen Private Advisors, LLC. Jeremy is a Certified Financial Planner® professional, with over 10 years of experience in the financial services industry. Jeremy holds the Series 66, Series 7, and SIE licenses and has worked with a variety of clients including individuals, families, and businesses. He is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

Jeremy Sorenson is currently registered with Aspen Private Advisors, LLC. Aspen Private Advisors, LLC is a Sioux Falls, South Dakota-based firm with 4 licensed agents, providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm manages approximately $152 million in assets and has a wrap fee program.
Aspen Private Advisors, LLC

5201 SOUTH WESTERN AVENUE

SIOUX FALLS, SD 57108

$152.30M

Assets Under Management

1

Total Clients

4

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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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.

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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Jeremy Sorenson’s Registration & Firm History

SD

08/20/2018 - Present

Aspen Private Advisors, LLC (Sioux Falls SD)

SD

05/07/2015 - 08/23/2019

LPL FINANCIAL LLC (SIOUX FALLS SD)

SD

06/20/2012 - 05/08/2015

RAYMOND JAMES FINANCIAL SERVICES, INC. (SIOUX FALLS SD)

MN

06/18/2003 - 05/12/2004

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/09/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy James Sorenson.
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