Soren E Lancaster
Financial Advisor
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RICP®, CLTC®, CRPC™
About Soren Lancaster
Born & raised in Reno, NV, Soren realized he had a desire to work in the financial services industry while taking a business class as a junior in high school. At a younger age, he had seen first-hand the impact the lack of financial advice can have when a family member went through a later-in-life divorce shortly before retirement & concerns arose regarding budgeting & income. When a position opened to join Thrivent, he jumped at the opportunity. In 2005 he & his mentor Michael formed the Sierra Nevada Group, shifting from an individual product based focus to providing...
My qualifications
- General Securities Representative
- Agent
- CA Insurance Lic. #0F88221
My state licenses
- Arizona
- Colorado
- Connecticut
- Idaho
- Massachusetts
- Montana
- Nevada
- North Carolina
- Oregon
- South Carolina
- Tennessee
- Utah
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations