Craig
Sorenson
Ele Advisory Services, Inc
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About this Advisor
Craig Sorenson is a financial advisor based in Southfield, Michigan, working with Ele Advisory Services, Inc. Craig has previously held positions at 1St Consumer Financial Solutions, 1St Consumer Insurance Agency, Inc, Sorenson Family Real Estate, LLC, Sorenson Hunting Lodge & Resort, 1St Consumer Marketing Agency, 1St Consumer Advisory Group, LLC, Regulus Advisors, LLC, Innovation Partners LLC, Financial Wealth Solutions Inc, Ip Financial Advisory Services LLC, Ele Advisory Services, Inc, and Ele Wealth Advisors, Inc. Craig has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, Arizona, California, Colorado, Minnesota, North Carolina, North Dakota, Oklahoma, Washington, and Wyoming. Currently, Craig is part of Ele Advisory Services, Inc, which operates out of Southfield, Michigan. The firm has 9 offices and 11 employees. The firm manages assets totaling $99.9 million 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, selection of other advisers, and educational seminars. The fee structure at Ele Advisory Services, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ele Advisory Services, Inc Brokerage Details
$99,892,397
11
1,313
$76,080
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
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
1St Consumer Financial Solutions
1St Consumer Marketing Agency
Sorenson Family Real Estate, LLC
Sorenson Hunting Lodge & Resort
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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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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