Kristi
Sorensen
Transamerica Financial Advisors, Inc
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About this Advisor
Kristi Sorensen is a financial advisor based out of Draper, Utah who has 11 years of relevant experience. Sorensen is on the advisory team at Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Wfg, Sorensen Investment Group, Inc, Transamerica Financial Advisors, Inc, Riz, Solex Global LLC /, Rain International and Sorensen Welding, Inc. Sorensen maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas and Utah. Transamerica Financial Advisors, Inc is a registered investment firm headquartered in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 financial advisors. It manages $2 billion in assets among its 59,659 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 59,659 client accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a diverse assortment of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees usually depend on the services. Fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Kristi Sorensen Work History
Kristi has been registered as a financial advisor for 11 years.*
Riz
Solex Global LLC /
Rain International
Transamerica Financial Advisors, Inc
Sorensen Investment Group, Inc
Wfg
Sorensen Welding, Inc
*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 Kristi 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 Transamerica Financial Advisors, Inc
Colorado Springs, CO
Braintree, MA
Plano, TX
Draper, UT
Milpitas, CA
Bellevue, WA
Plano, TX
San Antonio, TX
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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