Bradley M. Sorenson

DIVERSIFIED PORTFOLIOS

Bloomfield Hills, MI 48304

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CRD#: 7273188

Professional summary

Bradley Michael Sorenson is a registered financial advisor currently at DIVERSIFIED PORTFOLIOS, INC. located in Bloomfield Hills, Michigan.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Bradley has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Michael Sorenson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 24, 2023 - Present

DIVERSIFIED PORTFOLIOS, INC.

Office #1: 39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304

RIA

CRD#: 108942

Bloomfield Hills, MI

Past

August 3, 2021 - August 24, 2022

ROCHESTER WEALTH STRATEGIES, LLC

RIA

CRD#: 299150

ROCHESTER, MI

Past

October 30, 2020 - November 23, 2020

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

TROY, MI

Past

September 18, 2020 - November 23, 2020

EQUITABLE ADVISORS, LLC

CRD#: 6627

TROY, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DIVERSIFIED PORTFOLIOS, INC.

DIVERSIFIED PORTFOLIOS INC | YOLLES, TOAL & POST - DIVERSIFIED PORTFOLIOS, INC. | DIVERSIFIED PORTFOLIOS, INC.

CRD#: 108942 / SEC#: 801-56371

RIA

Registered Investment Advisory firm - (3/23/1999 Approved)

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

Michigan
(2/24/2023)

IAR

Texas
(3/12/2025)

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: 10/26/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/18/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/14/2020

Securities Industry Essentials Examination

Current Firm

DIVERSIFIED PORTFOLIOS, INC.

DIVERSIFIED PORTFOLIOS INC | YOLLES, TOAL & POST - DIVERSIFIED PORTFOLIOS, INC. | DIVERSIFIED PORTFOLIOS, INC.

CRD#: 108942 / SEC#: 801-56371

RIA

Registered Investment Advisory firm - (3/23/1999 Approved)

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Contact information

Main Address

39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304

Mailing Address

Phone number

(248) 644-3030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,152
AUM (Assets Under Management)	$ 1,660,883,638

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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Bradley M. Sorenson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Michael Sorenson's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIVERSIFIED PORTFOLIOS, INC.

ROCHESTER WEALTH STRATEGIES, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

DIVERSIFIED PORTFOLIOS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/26/2020

Series 7TO

Date: 9/18/2020

SIE

Date: 5/14/2020

Current Firm

DIVERSIFIED PORTFOLIOS, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIVERSIFIED PORTFOLIOS, INC.

TRUST BUT VERIFY

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