Advisor at Sorensen Financial Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sorensen Financial Management
Location
Denver, CO 80206
Credentials
Series 63, Series 65
Industry experience
4 years
Christopher Redmon is a financial advisor at Sorensen Financial Management with Series 63 and 65 credentials and four years of industry experience. Prior to joining Sorensen Financial Management in 2021, he worked as an associate brokerage service representative and held various roles in other industries. Outside of finance, he is a singer-songwriter involved in a performing fine arts business called Bear and the Beasts. Sorensen Financial Management is a small independent advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm employs fundamental analysis to guide investment decisions and offers personalized planning services alongside educational seminars and client communications.
Based on Sorensen Financial Management
Based on Sorensen Financial Management
Fixed fee for financial planning services varies based on services provided
0.25% - 1.5%, negotiable
$125 per hour for financial planning
Fee-only: Financial planning at $125/hour or fixed fee varying by services
1295 Race St., Apt. 306
Denver, CO 80206
Colorado · Texas
Sorensen Financial Management
2021 - Present (5 years)
Associate, Brokerage Service Rep (RRT) (CP)
2018 - 2021 (3 years)
SK Restaurant Concepts
2018 - 2018 (1 year)
Bjorn Colorado Honey
2017 - 2018 (1 year)
Denver Public Schools
2017 - 2017 (1 year)
Amy's Gardening Service
2017 - 2017 (1 year)
Central Presbyterian Church
2015 - 2017 (2 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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