Soren T. Christensen

ADVANCED INVESTMENT MANAGEMENT LLC

Fort Myers, FL 33907

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CRD#: 5167067

Professional summary

Soren Thomas Christensen, CFP®, ChFC®, CIMA® is a registered financial advisor currently at ADVANCED INVESTMENT MANAGEMENT LLC located in Fort Myers, Florida.

Soren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Soren has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) ADVANCED WEALTH ADVISORS,LLC START DATE -12/2010. NAPLES, FL. INSURANCE AGENCY, INSURANCE SALES. NON INVESTMENT RELATED. 20 HOURS PER WEEK SPENT. 2) FIRST FINANCIAL RESOURCES START DATE: 7/1/2014 INSURANCE BROKER - NON INVESTMENT RELATED 5 HOURS PER WEEK 3) NAPLES LIFE INSURANCE & ANNUITY ADVISORS START DATE 1/1/2017 FIXED LIFE INSURANCE & FIXED ANNUITIES-NON INVESTMENT RELATED INDEPENDENT CONTRACTOR 5 HOURS PER WEEK INSURANCE SALES 4) CTC INSURANCE SERVICES START DATE 1/1/2017 FIXED INSURANCE-NON INVESTMENT RELATED INDEPENDENT CONTRACTOR 5 HOURS PER WEEK INSURANCE SALES (5) STC Productions LLC; No; Naples, FL; Entertainment & Event planning services; Manager; 01/2025; 5/ HRS MO; 5/ HRS MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Soren Thomas Christensen's CRS (Customer Relationship Summary).

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2012

ChFC^®

Chartered Financial Consultant

CIMA^®

Certified Investment Management Analyst

Experience

Current

August 23, 2017 - Present

ADVANCED INVESTMENT MANAGEMENT LLC

Office #1: 5237 Summerlin Commons Blvd. Suite 404, Fort Myers, FL 33907Office #2: 1415 Panther Ln Suite 328, Naples, FL 34109

RIA

CRD#: 289070

Fort Myers, FL

Past

January 27, 2015 - August 14, 2017

G.F. INVESTMENT SERVICES, LLC

CRD#: 132939

Naples, FL

Past

November 13, 2013 - August 14, 2017

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

NAPLES, FL

Past

November 17, 2010 - November 14, 2013

G.F. INVESTMENT SERVICES, LLC

CRD#: 132939

NAPLES, FL

Past

October 27, 2010 - November 13, 2013

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

NAPLES, FL

Past

August 22, 2007 - October 28, 2010

FIRST HEARTLAND CONSULTANTS, INC.

RIA

CRD#: 110377

NOVI, MI

Past

October 24, 2006 - October 28, 2010

FIRST HEARTLAND CAPITAL, INC.

CRD#: 32460

NOVI, MI

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/23/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/9/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/14/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/23/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/4/2011

General Securities Principal Examination

Current Firm

ADVANCED INVESTMENT MANAGEMENT LLC

ADVANCED INVESTMENT MANAGEMENT LLC | ADVANCED WEALTH ASSET MANAGEMENT LLC

CRD#: 289070 / SEC#:

Florida

Registered Investment Advisory firm - (8/23/2017 Approved)

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Contact information

Main Address

1415 Panther Ln Suite 328, Naples, FL 34109

Mailing Address

Phone number

(239) 455-1115

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	200
AUM (Assets Under Management)	$ 69,283,618

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Soren T. Christensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Soren Thomas Christensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

G.F. INVESTMENT SERVICES, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

G.F. INVESTMENT SERVICES, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

FIRST HEARTLAND CONSULTANTS, INC.

FIRST HEARTLAND CAPITAL, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/9/2007

SIE

Date: 8/14/2017

Series 7

Date: 10/23/2006

Series 24

Date: 2/4/2011

Current Firm

ADVANCED INVESTMENT MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADVANCED INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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