Mark Allen Sorgenfrei
Investment adviser representative at Frazee Investment Consulting, Inc.
10 yearsExperience
2 statesRegistered in
PFS, CFP® certificationDesignations
$195.5MFirm assets
Are you Mark Allen Sorgenfrei? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Frazee Investment Consulting, Inc.Jun 2016 to now
Designations
- PFS
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Frazee Investment Consulting, Inc.
$195.5MAssets managed
110Clients
2Advisers
7 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
- 4748351
- Firm CRD
- 123662