Valerie Lynn Sorensen

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  St Peters, MO
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  St Charles, MO

Other Businesses

Business Ownership; Infinity Co-Op Enterprises; Expense management; Consulting; 16401 Swingly Ridge Rd. Ste. 330, , Chesterfield, MO, 63017; Not Investment-Related; 11/16/2022; 1 to 9 hours per month; 1 to 9 during trading hours / doTERRA; Education of essential oils; Home based business selling essential oils and wellness products; 1161 Jade Dr, , Moscow Mills, MO, 63362; Not Investment-Related; 07/01/2015; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Rotary District 6060; Assist the district leadership; Main Street, , St. Louis, MO, 63304; Not Investment-Related; 07/01/2020; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-29
• S63 Uniform Securities Agent State Law Examination
  1998-07-11

Other Names

• Valerie Lynn Moyer
• Valerie Lynn Moyer