Bruce T. Andersen

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CRD#: 4954273

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bruce Thomas Andersen, who also goes by Bruce Andersen, was a registered financial professional .

Bruce is a previously registered financial professional and started their career in finance in 2013. Bruce had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Bruce Andersen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

February 11, 2013 - September 30, 2016

SORENSEN WEALTH MANAGEMENT, INC.

RIA

CRD#: 154940

WESTLAKE VILLAGE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

SORENSEN WEALTH MANAGEMENT, INC.

CRD#: 154940 / SEC#: 801-71828

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Contact information

Main Address

4055 East Thousand Oak Blvd Suite 200, West Lake Village, CA 91362

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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