Craig
Sorenson
Ele Advisory Services, Inc
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About this Advisor
Craig Sorenson is a financial advisor working in Southfield, Michigan who has 3 years of industry experience. Sorenson is currently employed by Ele Advisory Services, Inc. Throughout their career, they have worked at 1St Consumer Financial Solutions, Southeast Investments, N.C. Inc, 1St Consumer Insurance Agency, Inc, Sorenson Family Real Estate, LLC, Sorenson Hunting Lodge & Resort, 1St Consumer Marketing Agency, 1St Consumer Advisory Group, LLC, Regulus Adivisors, LLC, Innovation Partners LLC, Financial Wealth Solutions Inc, Ip Financial Advisry Services LLC, Ele Advisory Services, Inc and Ele Wealth Advisors, Inc. Sorenson has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Arizona, California, Colorado, Minnesota, North Carolina, North Dakota, Oklahoma, Washington and Wyoming. Ele Advisory Services, Inc is an advisory firm operating out of Southfield, MI. The firm has offices in nine locations and a total of 10 advisors. It administers $93 million in total assets between its 11,285 customer accounts, placing it among the smaller investment advisory firms in the nation by assets under management. The firm provides financial advice to four charities and foundations. Of its 11,285 customer accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets. The firm performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules vary depending on which service is offered. Fee types charged by Ele Advisory Services, Inc likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ele Advisory Services, Inc Brokerage Details
$93,216,300
10
11,285
$8,260
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Craig Sorenson Work History
Craig has been registered as a financial advisor for 3 years.*
Ele Advisory Services, Inc
Ele Wealth Advisors, Inc
Financial Wealth Solutions Inc
1St Consumer Insurance Agency, Inc
Ip Financial Advisry Services LLC
Innovation Partners LLC
1St Consumer Advisory Group, LLC
Regulus Adivisors, LLC
Southeast Investments, N.C. Inc
1St Consumer Financial Solutions
1St Consumer Marketing Agency
Sorenson Family Real Estate, LLC
Sorenson Hunting Lodge & Resort
*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 Craig Sorenson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Southfield, MI
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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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