Nathan Kim Sorensen

Employer firm

United Advisor Group CRD 324205

$1.43B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2013 → 09/2018
  Freeport-Mcmoran, Inc.
  Safford, AZ
• 09/2017 → 09/2019
  Global View Capital Management, Ltd.
  Waukesha, WI
• 05/2017 → 08/2018
  Capstone Tax, Advisory & Accounting, Llc
  Thatcher, AZ
• 06/2017 → 09/2019
  Vector Employer Solutions
  Thatcher, AZ
• 09/2018 → Present
  Sorenson Financial, Llc
  Safford, AZ
• 08/2017 → 09/2019
  Global View Capital Advisors, Ltd.
  Waukesha, WI
• 06/2018 → 09/2019
  Global View Capital Insurance, Ltd.
  Waukesha, WI
• 09/2019 → Present
  Scf Investment Advisors, Inc.
  Fresno, CA
• 09/2024 → Present
  United Advisor Group
  Safford, AZ
• 09/2024 → Present
  Insight Wealth Management
  Safford, AZ

Previous Registrations

• 2019-09-09 → 2024-11-04
  Scf Investment Advisors, Inc.
  Safford, AZ
  San Diego, CA
• 2017-09-28 → 2019-10-01
  Global View Capital Management Llc
  Safford, AZ
  Safford, AZ
  Waukesha, WI

Other Businesses

SORENSEN FINANCIAL, PLLC - CPA FIRM - NOT INVESTMENT RELATED - PRESIDENT OF SMALL ACCOUNTING FIRM - PREPARE TAX RETURNS & SUPERVISE WORK PERFORMED BY ALL EMPLOYEES - PROVIDE BOOKKEEPING, CONSULTING SERVICES - 1200 W THATCHER BLVD SAFFORD, AZ 85546; SELF EMPLOYED INSURANCE AGENT - NOT INVESTMENT RELATED - SAME ADDRESS - SELL FIXED LIFE INSURANCE PRODUCTS; INSIGHT WEALTH MANAGEMENT - INVESTMENT RELATED - SAME ADDRESS - DBA USED FOR INVESTMENT ADVISORY BUSINESS THROUGH UNITED ADVISOR GROUP;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-29
• S63 Uniform Securities Agent State Law Examination
  2004-12-21

Other Names

• Nathan K. Sorensen
• Nathan Sorensen
• Nate Sorensen