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Jeremy James Sorenson

ASPEN PRIVATE ADVISORS, LLC·SIOUX FALLS, South Dakota
SIE, Series 7, Series 66CFPClean record14 years registeredASPEN PRIVATE ADVISORS, LLC
5201 SOUTH WESTERN AVENUE, SIOUX FALLS, SD 57108CRD# 4658195Firm CRD# 297639

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremy James Sorenson · SIOUX FALLS, SD
Registration
CRD #4658195 · ASPEN PRIVATE ADVISORS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

ASPEN PRIVATE ADVISORS, LLC
Aug 2018 – present
LEVEL FOUR ADVISORY SERVICES
May 2015 – Oct 2018
SIOUX FALLS, SD
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jul 2012 – May 2015
SIOUX FALLS, SD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · July 13, 2012
Years registered · 14
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASPEN PRIVATE ADVISORS, LLC
CRD 297639 · SEC 801-113814
AUM
$152M
Regulatory assets under management
Employees
4
439 client accounts
Services offered by ASPEN PRIVATE ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ASPEN PRIVATE ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jeremy James Sorenson offer?
Jeremy James Sorenson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SIOUX FALLS, South Dakota for a consultation.
What are Jeremy James Sorenson's credentials?
Jeremy James Sorenson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jeremy James Sorenson located?
Jeremy James Sorenson is based in SIOUX FALLS, South Dakota, working with ASPEN PRIVATE ADVISORS, LLC. Their office serves clients in the SIOUX FALLS metropolitan area and surrounding communities.
How does Jeremy James Sorenson charge for services?
Jeremy James Sorenson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASPEN PRIVATE ADVISORS, LLC?
ASPEN PRIVATE ADVISORS, LLC has approximately 4 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASPEN PRIVATE ADVISORS, LLC

Todd Robert Dathe
SIOUX FALLS, SD

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