Unclaimed Profile

Jeffrey A Sorensen

CORNERSTONE ADVISORS, LLC·TOPEKA, Kansas

SIE, Series 7, Series 66Clean record15 years registeredCORNERSTONE ADVISORS, LLC

6540 SW 10TH AVENUE, TOPEKA, KS 66615CRD# 5880112Firm CRD# 114510

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey A Sorensen · TOPEKA, KS

Registration

CRD #5880112 · CORNERSTONE ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

CORNERSTONE ADVISORS

Jun 2011 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 22, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORNERSTONE ADVISORS, LLC

CRD 114510 · SEC 801-110649

AUM

$218M

Regulatory assets under management

Employees

1,099 client accounts

Services offered by CORNERSTONE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORNERSTONE ADVISORS, LLC →

Introduction

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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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