Heath William Sorenson
Investment adviser representative at Associated Investment Services, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Associated Investment Services, Inc.Feb 2025 to now
- Associated Trust CompanyDec 2024 to now
- Lasalle St Securities, L.L.C.Sep 2023 to Dec 2024
- Midland Wealth Advisors, LLCJul 2023 to Dec 2024
- Raymond James Financial Services Advisors, IncSep 2022 to Apr 2023
- Raymond James Financial Services, IncSep 2022 to Apr 2023
- Cedarpoint Investment Advisors, Inc.Mar 2017 to Sep 2022
- Midland Trust CompanyFeb 2017 to Dec 2024
- Raymond James Financial Services Advisors Inc.Jan 2015 to Jun 2017
- Raymond James Financial Services, IncDec 2011 to Jun 2017
- Midland States BankMay 2010 to Dec 2024
- Midland Wealth ManagementMay 2010 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (IL).
Associated Investment Services, Inc.
$1.2BAssets managed
3,852Clients
42Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4528655
- Firm CRD
- 1464