Bradley
Sorenson
Diversified Portfolios, Inc
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About this Advisor
Bradley Sorenson is a financial advisor working out of Bloomfield Hills, Michigan. Sorenson is an employee of Diversified Portfolios, Inc. Their career trajectory has included roles at Equitable Advisors, LLC, Rochester Wealth Strategies, Jobin Financial, Inc, Northwood University, Ferris State University, Rochester College, Romeo High School and Diversified Portfolios. Sorenson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Diversified Portfolios, Inc is a firm operating out of Bloomfield Hills, MI. It administers $1 billion in assets under management across its 1,844 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,844 accounts, 27% are held by high-net-worth investors who have at least $1 million in assets available to invest. Diversified Portfolios, Inc performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on which service is offered. However, fee types billed by Diversified Portfolios, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Diversified Portfolios, Inc Brokerage Details
$1,253,461,496
10
1,844
$679,751
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Bradley Sorenson Work History
Bradley has been registered as a financial advisor for 0 years.*
Diversified Portfolios
Rochester Wealth Strategies
Equitable Advisors, LLC
Jobin Financial, Inc
Northwood University
Ferris State University
Rochester College
Romeo High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bradley Sorenson 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 Diversified Portfolios, Inc
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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