Sheri Lynn Sorensen

Current Employers

Employment History

• 06/2015 → 03/2023
  Thrivent Investment Management Inc
  Eau Claire, WI
• 11/2015 → 03/2023
  Thrivent Financial
  Appleton, WI
• 03/2023 → Present
  Lpl Financial Llc
  Altoona, WI
• 03/2023 → Present
  Great Valley Advisor Group
  Eau Claire, WI

Previous Registrations

• 2020-12-17 → 2023-03-03
  Thrivent Investment Management Inc.
  Madison, WI
  Eau Claire, WI
  Eau Claire, WI

Other Businesses

1- 03/2023- North Point Accounting and Tax Services- Tax Prep/Accounting/CPA- inv. related- 903 S Hillcrest Pkway, Altoona, WI- start date 3/1/2023- 25hrs/mth 2- 03/2023- Real Estate Rental- co-owner- inv. related- 223 S. Wisconsin St., Fall Creek, WI 54742- start date 10/1/1994- 0hrs 3- 02/2023- Beef Hobby Farm- Business Owner- assist farm caretaker - non-inv. related - E13855 County Road JJ, Fall Creek, WI 54742- start date 7/1/2000 - 2hrs/mth 4- 3/7/2023 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 02/09/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc. an independent investment advisor firm. I started this business activity in 3/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 5- 10/07/2025- GREAT VALLEY ADVISOR GROUP, LLC- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 10/07/2025- 134 Hours Per Month- 134 Hours During Trading-I provide investment advisory services through Great Vallet Advisor Group, LLC, LLC, an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 134 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6- 04/28/2026 - Wealth Ridge Planning - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 10/07/2025 - 160 hours per month/ during trading - I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 4/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-16
• S63 Uniform Securities Agent State Law Examination
  2015-08-18

Other Names

• Sheri Lynn Noel
• Sheri Lynn Sorensen
• Sheri Lynn Sorensen
• Sheri Sorensen