Nathan Kim Sorensen
Investment adviser representative at United Advisor Group
13 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Insight Wealth ManagementSep 2024 to now
- United Advisor GroupSep 2024 to now
- Scf Investment Advisors, Inc.Sep 2019 to now
- Sorenson Financial, LLCSep 2018 to now
- Global View Capital Insurance, Ltd.Jun 2018 to Sep 2019
- Global View Capital Management, Ltd.Sep 2017 to Sep 2019
- Global View Capital Advisors, Ltd.Aug 2017 to Sep 2019
- Vector Employer SolutionsJun 2017 to Sep 2019
- Capstone Tax, Advisory & Accounting, LLCMay 2017 to Aug 2018
- Freeport-mcmoran, Inc.Apr 2013 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (AZ).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
3 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
- 4855597
- Firm CRD
- 324205