Craig Sorenson
Craig Sorenson is a registered investment advisor at Ele Advisory Services, INC, based in Southfield, MI, with 39 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,156 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ELE Advisory Services charges a percentage of your portfolio each year. The exact percentage is determined at the start of the engagement, but will not exceed 3% annually, including any fees paid to a third-party money manager. A one-time financial wellness fee of $500 is charged to open an account, but this fee is negotiable.
Location
18700 W. 10 Mile Road, Suite 100, Southfield, MI, 48075
Get directionsHistory
Regulatory History (5)
Judgment / Lien
May 2021Financial
September 2018Financial
March 2017Customer Dispute
December 2016Customer Dispute
October 1997Other Business ActivitiesSells Insurance
Craig is an agent at Financial Wealth Solutions Inc, supporting the growth of the financial services business, dedicating a few hours per week. He also works as an insurance agent at 1st Consumer Insurance Agency Inc. and as an Investment Advisor Representative at ELE Advisory Services, Inc., each taking about a quarter of his time.
Employment History
Current Registrations
Ele Advisory Services, INC
Ele Wealth Solutions, INC.Broker
Previous Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Innovation Partners LLC
Regulus Advisors, LLCBroker
1st Consumer Advisory Group LLC
1st Consumer Advisory Group LLC
Southeast Investments, N.c., INC.
Southeast Investments, N.c., INC.Broker
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Colorado Financial Service CorporationBroker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
Equity Leadership Securities Group, INC.Broker
Sterne Agee Financial Services, INC.Broker
Capwest Securities, INC.Broker
Locust Street Securities, INC.Broker
Wma Securities, INC.Broker
PFS Investments INC.Broker
First American National Securities, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.