Garrett
Sorensen
Marcum Wealth, LLC
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About this Advisor
Garrett Sorensen is a financial advisor based in Nashville, Tennessee, working with Marcum Wealth, LLC. Garrett has previously held positions at Marcum Wealth, LLC, U.S Army, Abound Wealth Management, and Aafmaa Wealth Management & Trust. Garrett is registered to provide services in Ohio and Tennessee. Currently, Garrett is part of Marcum Wealth, LLC, which operates out of Nashville, Tennessee. The firm has 12 offices and 40 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 other services. The fee structure at Marcum Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Marcum Wealth, LLC Brokerage Details
$2,576,383,375
40
6,904
$373,173
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
- Other
Garrett Sorensen Work History
Marcum Wealth, LLC
Aafmaa Wealth Management & Trust
Abound Wealth Management
U.S Army
Disclosures
Please visit the SEC profile of Garrett Sorensen 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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