Financial Advisor
.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 comprehensive financial guidance through Thrivent’s advisory process. When the markets crashed in 2008, he began questioning impacts of large market crashes on retirement savings & investment portfolios. It was at that time he began focusing on retirement income & distribution strategies for retirees & pre-retirees, helping them create strategies to turn assets in to sufficient & diverse income in retirement.
- 2022 MDRT Top of the Table
- Retirement Income Certified Professional (RICP ®)
- Chartered Retirement Planning Counselor (CRPC ®)
- Certification for Long Term Care (CLTC ®)
- Fraternal Insurance Counselor (FIC ®)
- FINRA Series 7 license
- FINRA Series 66 license
MDRT is an industry honor based on sales excellence, outstanding client service, ethical conduct and professional knowledge.
- Retirement Income Certified Professional®
- Chartered Retirement Planning Counselor™
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Arizona
- California(Insurance Lic. #0F88221)
- Colorado
- Connecticut
- Idaho
- Massachusetts
- Michigan
- Montana
- Nevada
- North Carolina
- Oregon
- South Carolina
- Tennessee
- Utah
Insights
Office location
Reno Location
1005 Terminal Way, Suite 115
Reno, NV 89502
Phone775-562-3448Fax866-319-8758HoursReno, NV 89502
M – Th: 9 a.m. – 5 p.m.
Friday: By Appointment Only
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