Nathan
Sorensen

Scf Investment Advisors, Inc

CRD#4855597
Investment Advisor
in Safford, AZ

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About this Advisor

Nathan Sorensen is a financial advisor based in Safford, Arizona, working with Scf Investment Advisors, Inc. Nathan has previously held positions at Freeport-Mcmoran, Inc, Global View Capital Management, LTD, Capstone Tax, Advisory & Accounting, LLC, Vector Employer Solutions, Sorenson Financial, LLC, Global View Capital Advisors, LTD, Global View Capital Insurance, LTD, and Scf Investment Advisors, Inc. Nathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Nathan is part of Scf Investment Advisors, Inc, which operates out of Safford, Arizona. The firm has 76 offices and 351 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Scf Investment Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1200 W Thatcher Blvd
Safford, AZ 85546

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$2,554,158,376

AZ Average: $7,578,581,321
Total Number of Employees

351

AZ Average: 43
Total Number of Accounts

11,146

AZ Average: 3,727
Average Account Size

$229,155

AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Nathan Sorensen Work History

2019 - Present (5 years)

Scf Investment Advisors, Inc

2018 - Present (6 years)

Sorenson Financial, LLC

2018 - 2019 (1 year)

Global View Capital Insurance, LTD

2017 - 2019 (2 years)

Global View Capital Management, LTD

2017 - 2018 (1 year)

Capstone Tax, Advisory & Accounting, LLC

2017 - 2019 (2 years)

Vector Employer Solutions

2017 - 2019 (2 years)

Global View Capital Advisors, LTD

2013 - 2018 (5 years)

Freeport-Mcmoran, Inc

Disclosures

Please visit the SEC profile of Nathan Sorensen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Scf Investment Advisors, Inc

Michael Crawford
San Diego, CA
David Grzesk
San Diego, CA
Adam Worth
San Diego, CA
Daniel Morris
Safford, AZ
Wesley Moore
San Diego, CA
James Johnson
Salt Lake City, UT
Ria Gost
San Diego, CA
Donald Miller
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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