Scott David Sorum

Employer firm

Life Wise Planning Group LLC CRD 327236

$55.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2004 → 07/2017
  The O.N. Equity Sales Company
  Cincinnati, OH
• 09/2004 → Present
  The Master Planning Group, Inc.
  Scottsdale, AZ
• 05/2011 → 04/2024
  Premier Southwest Planning Group, Llc
  Scottsdale, AZ
• 05/2014 → 07/2017
  The O.N.INvestment Management Co.
  Cincinnati, OH
• 09/2020 → 03/2025
  Premier Estate Planning
  Surprise, AZ
• 06/2023 → Present
  Life Wise Planning Group Llc
  Scottsdale, AZ

Previous Registrations

• 2011-05-11 → 2024-04-26
  Premier Southwest Planning Group, Llc
  Scottsdale, AZ
  Scottsdale, AZ
  Chandler, AZ
  Mesa, AZ
  Scottsdale, AZ
• 2014-05-30 → 2017-07-19
  On Investment Management Co
  Scottsdale, AZ
  Cincinnati, OH
• 2004-11-19 → 2011-12-31
  The Master Planning Group, Inc.
  Scottsdale, AZ
• 2004-07-13 → 2007-01-24
  On Investment Management Co
  Phoenix, AZ
  Cincinnati, OH

Other Businesses

1)The Master Planning Group, Inc.; INVESTMENT RELATED; 14500 N NORTHSIGHT BLVD STE 101 SCOTTSDALE, AZ 85260; INSURANCE SALES; AGENT; 09/2004 TO PRESENT; 40 HRS PER MONTH; SALE OF LIFE, HEALTH, DISABILITY AND LONG TERM CARE PRODUCTS, EQUITY INDEXED ANNUITIES. 2) Child's Wish Ministry; Not Investment Related; Scottsdale, AZ; Non-profit ministry; Board Member; Start date 01/2018.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-04-06
• S63 Uniform Securities Agent State Law Examination
  2001-07-02

Other Names

• Scott David Sorum
• Scott David Sorum