Advisor at United Advisor Group
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Firm
United Advisor Group
Location
Safford, AZ 85546
Credentials
Series 63, Series 65
Industry experience
8 years
Nathan Sorensen is a financial advisor with United Advisor Group, holding Series 63 and Series 65 licenses and eight years of industry experience. He also serves as president of Sorensen Financial, PLLC, a small accounting firm where he prepares tax returns and provides bookkeeping and consulting services. Sorensen has worked with multiple firms, including Insight Wealth Management and SCF Investment Advisors. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, and family office services, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.
Based on United Advisor Group
Fixed fees may apply for consulting services as agreed upon with the client.
Hourly charges may apply as negotiated in consulting agreements.
Fee-only: Fees are negotiated based on scope of services, asset size, planning complexity, and other factors; annual investment management fee will not exceed 2.00%.
1200 W. Thatcher Blvd.
Safford, AZ 85546
Arizona
United Advisor Group
2024 - Present (2 years)
Insight Wealth Management
2024 - Present (2 years)
SCF Investment Advisors, INC.
2019 - Present (7 years)
Sorenson Financial, LLC
2018 - Present (8 years)
Global View Capital Insurance, Ltd.
2018 - 2019 (1 year)
Global View Capital Management, Ltd.
2017 - 2019 (2 years)
Global View Capital Advisors, Ltd.
2017 - 2019 (2 years)
Vector Employer Solutions
2017 - 2019 (2 years)
Capstone Tax, Advisory & Accounting, LLC
2017 - 2018 (1 year)
Freeport-McMoRan, Inc.
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
Series 65
Safford, AZ
The Partners Wealth Management
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
Series 65
Safford, AZ
United Advisor Group
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
Series 63, Series 65
Thatcher, AZ
Summit Global Investments, LLC
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