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Joshua Robison Sorensen

Alera Investment Advisors, LLC

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About Joshua Robison Sorensen

Joshua Robison Sorensen is an investment advisor representative with Alera Investment Advisors, LLC. Joshua has been in the industry since September 2006 and has a total of 3 registrations. Joshua has passed Series 66, Series 7, and SIE exams. Joshua has experience with Cetera Advisor Networks LLC, EF Legacy Securities, LLC, and Sanders Morris Harris LLC.

Firm Information

Joshua Sorensen is currently registered with Alera Investment Advisors, LLC. Alera Investment Advisors, LLC is an investment advisory firm headquartered in Deerfield, IL. They advise individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other businesses. They offer a range of services including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. They manage approximately $2.73 billion in assets.
Alera Investment Advisors, LLC

THREE PARKWAY NORTH

DEERFIELD, IL 60015-2567

$2.73B

Assets Under Management

Not reported

Total Clients

45

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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Joshua Sorensen’s Registration & Firm History

CA

09/05/2024 - Present

Alera Investment Advisors, LLC (Clovis CA)

CA

04/22/2016 - 10/31/2018

EF LEGACY SECURITIES, LLC (WALNUT CREEK CA)

CA

04/14/2016 - 04/22/2016

SANDERS MORRIS HARRIS LLC (WALNUT CREEK CA)

CA

09/18/2006 - 04/11/2016

CETERA ADVISOR NETWORKS LLC (FRESNO CA)

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Licenses & Designations

BOTH

Issued 04/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Robison Sorensen.
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