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Jeffrey A Sorensen

CORNERSTONE ADVISORS, LLC·TOPEKA, Kansas
Unclaimed Profile
6540 SW 10TH AVENUE, TOPEKA, KS 66615CRD# 5880112Firm CRD# 114510
01

About

Jeffrey A Sorensen is a registered financial advisor based in TOPEKA, Kansas, affiliated with CORNERSTONE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CORNERSTONE ADVISORS, LLC
CORNERSTONE ADVISORS
AUM
$218M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CORNERSTONE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5880112
Firm CRD# 114510
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey A Sorensen offer?
Jeffrey A Sorensen specializes in Financial Planning, Investment Management. Contact their office in TOPEKA, Kansas for a consultation.
What are Jeffrey A Sorensen's credentials?
Jeffrey A Sorensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey A Sorensen located?
Jeffrey A Sorensen is based in TOPEKA, Kansas, working with CORNERSTONE ADVISORS, LLC. Their office serves clients in the TOPEKA metropolitan area and surrounding communities.
How does Jeffrey A Sorensen charge for services?
Jeffrey A Sorensen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE ADVISORS, LLC?
CORNERSTONE ADVISORS, LLC has approximately 2 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Debra Ann Clayton — CLAYTON FINANCIAL SERVICES INCRandy Joe Clayton — CLAYTON FINANCIAL SERVICES INCJames Micheal Heeney — AE WEALTH MANAGEMENT, LLCTheresa Ann Muller — CARLSON & COMPANY FINANCIAL SERVICES, LLCM. Danyse Ford — CORNERSTONE ADVISORS, LLC
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)LENEXA (30)LAWRENCE (30)
City Guides
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Research
Advisor Fees in KansasNational Fee Analysis
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