Cheyne B. Sorensen
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.
Cheyne Brock Sorensen, who also goes by Cheyne B Sorensen, was a registered financial professional .
Cheyne is a previously registered financial professional and started their career in finance in 2010. Cheyne had worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 10, 2021 - April 14, 2023
KIMSA ASSET MANAGEMENT LLC
March 7, 2018 - October 12, 2020
FISHER INVESTMENTS
April 17, 2012 - March 9, 2018
NORTHWEST INVESTMENT COUNSELORS
September 24, 2010 - March 20, 2012
PACIFIC COAST INVESTMENT ADVISORS, LLC
State Registrations and Notice Filings
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Current Firm
KIMSA ASSET MANAGEMENT LLC
CRD#: 309964 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 115 |
| AUM (Assets Under Management) | $ 9,750,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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