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Lincoln Andrew Sorensen

Vista Finance, LLC

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About Lincoln Andrew Sorensen

Lincoln Sorensen is a financial advisor at Vista Finance, LLC, and has been in the industry since November 2019. Lincoln is a registered investment advisor representative and holds the Series 63, Series 65, and Series 7TO licenses. In addition to being a registered representative at Vista Finance, LLC, Lincoln is also a registered representative for Little River Capital, LLC. Lincoln specializes in financial planning and portfolio management.

Firm Information

Lincoln Sorensen is currently registered with Vista Finance, LLC. Vista Finance, LLC is an investment advisor based in Clayton, MO. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Vista Finance has approximately $209,685,096 in regulatory assets under management. They have 1 licensed agent and 4 investment advisor representatives. The firm is registered with the SEC and has a wrap fee program.
Vista Finance, LLC

7777 BONHOMME AVE

CLAYTON, MO 63105

$209.69M

Assets Under Management

2

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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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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Lincoln Sorensen’s Registration & Firm History

MO

03/17/2021 - Present

Vista Finance, LLC (CLAYTON MO)

MO

11/21/2019 - 03/22/2021

J.P. MORGAN SECURITIES LLC (Clayton MO)

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Licenses & Designations

IA

Issued 03/17/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/01/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lincoln Andrew Sorensen.
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