Angela Sorensen
CFP®Professional Summary
Angela Sorensen, CFP®, who also goes by Angela Miller, Angela Christine Miller, Angela Christine Sorensen, was a registered financial advisor. Angela was registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Angela had worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Comprehensive financial planning and customized investment solutions
- Maximizing company compensation benefits options
- including stock options
- Mega Backdoor Roth 401(k)
- deferred compensation
- and tax minimization strategies
- Social Security optimization and distribution planning
- ESG and Socially Responsible Investment options
Biography
My goal is to develop a meaningful connection between your financial goals and life goals. I want to hear your story, take what I learn, and use it as the foundation for building your plan. As a CERTIFIED FINANCIAL PLANNER™ professional, I want to help you gain the financial freedom to do the things you want, when you want, with the people who mean the most to you. A little about Angela: I recently moved...
Other Aliases
Angela Miller, Angela Christine Miller, Angela Christine Sorensen
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
7 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/27/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Angela
- Comprehensive financial planning and customized investment solutions
- Maximizing company compensation benefits options
- including stock options
- Mega Backdoor Roth 401(k)
- deferred compensation
- and tax minimization strategies
- Social Security optimization and distribution planning
- ESG and Socially Responsible Investment options
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