Jerad Sorgenfrei
Advisor at Primus Wealth Advisors LLC
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.
Advisor at Primus Wealth Advisors LLC
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.
Location
York, NE
Credentials
CFA®, Series 66
Industry experience
17 years
Jerad Sorgenfrei is a CFA® charterholder and holds a Series 66 license, with 17 years of experience in the financial industry. He has worked at Primus Wealth Advisors LLC since 2018 and previously at Bedrock Investment Advisors from 2015 to 2018. Primus Wealth Advisors LLC provides discretionary asset management and fee-based financial planning to individual and high-net-worth clients. The firm focuses on tailored financial plans and long-term investment strategies, emphasizing fundamental analysis and client-specific goals without selling commissioned products.
Based on Primus Wealth Advisors LLC
Fixed fee up to $1,500 for financial planning and consulting
Fee-only: Fixed fee up to $1,500 for financial planning and consulting
York, NE
Nebraska
Primus Wealth Advisors LLC
2018 - Present (8 years)
Bedrock Investment Advisors
2015 - 2018 (3 years)
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