Brad
Sorensen

Townsquare Capital, LLC

CRD#6839353
Investment Advisor
in Provo, UT

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About this Advisor

Brad Sorensen is a financial advisor working in Provo, Utah who has 5 years of industry experience. Sorensen is currently employed by Townsquare Capital, LLC. Their career trajectory has included roles at National Football League, Southern Utah, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, Townsquare Capital, LLC and The Norden Group LLC. Sorensen holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas and Utah. Townsquare Capital, LLC is a registered investment business based in Provo, UT. The company has offices in 40 locations and a total of 89 financial advisors. It controls $6 billion in assets between its 28,608 accounts, making it one of the largest firms in the country by assets under management. The firm advises 60 charitable organizations. Of its 28,608 client accounts, just 9% belong to high-net-worth investors who have greater than $1 million in assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice usually depend on which service is provided. Fees billed by Townsquare Capital, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5314 River Run Drive Suite 210
Provo, UT 84604

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Townsquare Capital, LLC Brokerage Details

Total Assets Under Management

$6,244,414,527

UT Average: $693,624,108
Total Number of Employees

89

UT Average: 12
Total Number of Accounts

28,608

UT Average: 1,115
Average Account Size

$218,275

UT Average: $622,084

Investment Advisory Services

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

Brad Sorensen Work History

Brad has been registered as a financial advisor for 5 years.*

2023 - Present (1 year)

The Norden Group LLC

2018 - Present (6 years)

Townsquare Capital, LLC

2016 - Present (8 years)

Penn Mutual Life Insurance

2017 - 2018 (1 year)

Hornor Townsend & Kent Inc

2013 - 2016 (3 years)

National Football League

2009 - 2013 (4 years)

Southern Utah

*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 Brad 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 Townsquare Capital, LLC

Clark Kemsley
Cedar Park, TX
Trenton Laporte
Idaho Falls, ID
Frederick Harris
Provo, UT
Adam Mckell
Provo, UT
Catherine White
Lehi, UT
Monica Sonnier
Provo, UT
Adam Graves
Aurora, CO
Staci Compagno
Provo, UT

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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