Kristi
Sorensen

Transamerica Financial Advisors, Inc

CRD#4767491
Investment Advisor
in Draper, UT
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About this Advisor

Kristi Sorensen is a financial advisor based out of Draper, Utah, with 18 years of experience as a financial advisor. Sorensen is currently employed by Transamerica Financial Advisors, Inc. Over the course of their career, they have held roles at City First Mortgage, Sorensen Welding, Inc, Wfg, World Group Securities, Investment Advisors International, Inc, Sorensen Investment Group, Inc and Transamerica Financial Advisors, Inc. Sorensen maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Utah. Transamerica Financial Advisors, Inc is a registered investment company that has its headquarters in Draper, Utah. The firm has offices in 304 locations and a total of 1,274 people on staff. It administers $973 million in assets under management among its 22,673 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 22,673 client accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management typically vary depending on which service is provided. However, fees charged by Transamerica Financial Advisors, Inc likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

18 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Commissions

Disclosures

No

Office Location

12217 S. Lone Peak Pkwy. Suite 150
Draper, UT 84020

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

UT Average: $1,855,561,029
Total Number of Employees

1,271

UT Average: 62
Total Number of Accounts

45,703

UT Average: 2,474
Average Account Size

$22,222

UT Average: $750,025

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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 18 years of experience.

2012 - Present (7 years)

Transamerica Financial Advisors, Inc

2004 - Present (15 years)

Sorensen Investment Group, Inc

2002 - Present (17 years)

Wfg

2000 - Present (19 years)

Sorensen Welding, Inc

2009 - 2009 (< 1 year)

City First Mortgage

2009 - 2012 (3 years)

Investment Advisors International, Inc

2004 - 2012 (8 years)

World Group Securities

Disclosures

Kristi Sorensen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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