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Travis Sorensen

Advisor Image
Travis Sorensen
Financial Advisor
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Part of the Zenith Group practice
8355 Unity Dr Ste 100
Virginia, MN 55792
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.


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 six 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


My qualifications
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Arizona
  • Colorado
  • Minnesota
  • Wisconsin

Insights

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September 2026 Market Update: Healthy growth sends stocks to new highs
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
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Your super catch-up window is here
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can: • See if you qualify and how much extra you may be eligible to contribute. • Understand the factors that may influence this decision. • Evaluate if contributing more—or another strategy—makes the most sense for your goals. Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
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It’s not too late to strengthen your income strategy
It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last. Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️
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Office location
Virginia Location
8355 Unity Dr Ste 100
Virginia, MN 55792
Phone218-749-0742Hours
M – F: 9 a.m. – 5 p.m.
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