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Scott Wayne Sorenson

First Heartland Consultants, Inc.

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About Scott Wayne Sorenson

Scott Sorenson is a financial advisor with First Heartland Consultants, Inc. Scott has been working in the financial services industry since 2012. Scott has a Series 7 and a Series 66 license. Scott's specialties include investment advisory services, financial planning, pension consulting, and educational seminars. Scott is registered to offer advisory services in Arizona and Minnesota. Scott has over 9000 clients and over $1.7 billion in assets under management.

Firm Information

Scott Sorenson is currently registered with First Heartland Consultants, Inc.. First Heartland Consultants, Inc. is an investment advisory firm headquartered in LAKE ST. LOUIS, MO. The firm has over 100 licensed agents, investment adviser representatives, and registered representatives, and manages over $1.7 billion in assets. First Heartland Consultants, Inc. provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals, businesses, and pension and profit-sharing plans. The firm also participates in wrap fee programs.
First Heartland Consultants, Inc.

4101 LAKE ST. LOUIS BLVD

LAKE ST. LOUIS, MO 63367

$1.72B

Assets Under Management

48

Total Clients

96

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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Scott Sorenson’s Registration & Firm History

MN

01/04/2016 - Present

First Heartland Consultants, Inc. (Oronoco MN)

MN

01/02/2015 - 12/14/2015

METLIFE SECURITIES INC. (ROCHESTER MN)

MN

01/09/2014 - 01/02/2015

NEW ENGLAND SECURITIES (ROCHESTER MN)

MN

08/23/2012 - 01/09/2014

WADDELL & REED, INC. (ROCHESTER MN)

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Licenses & Designations

BOTH

Issued 09/14/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Wayne Sorenson.
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