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Nathan Kim Sorensen

SCF Investment Advisors, Inc.

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About Nathan Kim Sorensen

Nathan Sorensen is a financial advisor with over 20 years of experience in the industry. Nathan is registered as an Investment Advisor Representative with SCF Investment Advisors, Inc. and United Advisor Group, and holds a Series 6, Series 63, and Series 65 license. Nathan's experience includes roles at several financial institutions, including Freeport-McMoRan, Inc., Global View Capital Management, LTD., and Capstone Tax, Advisory & Accounting, LLC. Nathan specializes in providing financial planning and portfolio management services to individuals, businesses, and pension and profit-sharing plans.

Firm Information

Nathan Sorensen is currently registered with SCF Investment Advisors, Inc.. SCF Investment Advisors, Inc. is an investment advisor headquartered in SAN DIEGO, CA, United States. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They also offer selection of other advisors and have approximately 2,554,158,376 in regulatory assets under management.
SCF Investment Advisors, Inc.

10150 MEANLEY DRIVE

SAN DIEGO, CA 92131

$2.55B

Assets Under Management

3,491

Total Clients

109

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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Nathan Sorensen’s Registration & Firm History

AZ

09/10/2021 - Present

SCF Investment Advisors, Inc. (SAFFORD AZ)

GA

01/17/2005 - 04/05/2006

WORLD GROUP SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 07/29/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/15/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan Kim Sorensen.
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