Sheri
Sorensen
Great Valley Advisor Group, Inc
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About this Advisor
Sheri Sorensen is a financial advisor working in Altoona, Wisconsin. Sorensen is an employee of Great Valley Advisor Group, Inc. Throughout their career, they have worked at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Thrivent Financial, Lpl Financial LLC and Ebiz Dezigns. Sorensen has Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to operate in Wisconsin. Great Valley Advisor Group, Inc is a financial advisory business that has its headquarters in Wilmington, DE. The company has offices in 72 locations and a total of 146 people on staff. It handles $5 billion in total assets between its 21,345 accounts, making it one of the biggest firms in the United States by assets under management. Of its 21,345 accounts, just 3% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees usually are based on which services are offered. Fees billed by Great Valley Advisor Group, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Great Valley Advisor Group, Inc Brokerage Details
$5,084,083,044
146
21,345
$238,186
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Sheri Sorensen Work History
Sheri has been registered as a financial advisor for 0 years.*
Lpl Financial LLC
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Thrivent Financial For Lutherans
Ebiz Dezigns
*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 Sheri 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 Great Valley Advisor Group, Inc
Kutztown, PA
Boca Raton, FL
Waukesha, WI
Wilmington, DE
Black River Falls, WI
Wilmington, DE
Altoona, WI
Albertville, MN
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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