Advisor at First Heartland Consultants, Inc.
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
First Heartland Consultants, Inc.
Location
Oronoco, MN
Credentials
Series 66
Industry experience
13 years
Scott Sorenson is a Series 66-licensed advisor with First Heartland Consultants, Inc. in Oronoco, MN, where he has worked since 2015. He has 13 years of industry experience and owns a bath and shower repair business outside of his financial advisory role. Sorenson also holds a license as an independent insurance agent specializing in life, accident, health, and Medicare-related products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and a range of asset management solutions through a network of independent investment adviser representatives.
Based on First Heartland Consultants, Inc.
Based on First Heartland Consultants, Inc.
Fixed fees for financial planning and consulting services, negotiable with no stated minimum or maximum.
Commissions on securities and insurance products when implemented through affiliated broker-dealer or insurance agency.
Up to $250 per hour for financial planning and consulting services, negotiable and specified in agreement.
Account minimum: $6,500 Fee-only: Hourly fees up to $250/hour; fixed fees negotiable, no minimum or maximum fixed fee specified.
Oronoco, MN
Arizona · Minnesota
First Heartland Capital Inc
2015 - Present (11 years)
Busy Bee Video
2007 - Present (19 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Is not active or affiliated with:
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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