About Travis Sorensen

Hi, I’m Travis Sorensen, a financial advisor dedicated to helping individuals and families build a strong financial foundation—no matter where they're starting from. I believe that everyone deserves a financial plan, whether you're just beginning your financial journey or preparing for retirement.

Though I'm early in my career, I bring a strong commitment to listening, learning, and building lasting relationships with my clients. My approach is straightforward: we begin with a clear understanding of your current financial situation, identify your goals and concerns, and then craft a practical plan to help you grow and protect what matters most—through investments, retirement solutions, and insurance strategies.

I'm especially passionate about working with small business owners, younger families looking for affordable "starter" financial plans, and those approaching retirement who want to make the most of what they’ve built.

I’ve lived on Minnesota’s Iron Range for the past five years, where I enjoy raising my four kids with my wonderful wife. When I’m not helping clients, you can usually find me playing board games with my family, out on the disc golf course, reading fantasy novels, or staying active at church.

Whether you're looking to start small or prepare for bigger financial milestones, I’d be honored to help guide you forward.

Education & Certifications

Bachelor of Arts, Bethel University
Master of Arts, Lewis University
FINRA Series 66 Uniform Combined State Law
FINRA Series 7 General Securities Representative
Life & Health Insurance Licenses

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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.