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Bradley Michael Sorenson

Diversified Portfolios, Inc.

Bloomfield Hills, MI

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Current Employers
Diversified Portfolios, Inc.

39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-12
MI RA APPROVED 2023-02-24
  • TX RA
    APPROVED_RES
    Since 2025-03-12
  • MI RA
    APPROVED
    Since 2023-02-24

Branch Locations

39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors, Llc Troy MI 07/2020 11/2020
Rochester Wealth Strategies Rochester MI 07/2021 08/2022
Jobin Financial, Inc. Chesterfield MI 12/2020 06/2021
Northwood University Midland MI 07/2018 05/2020
Ferris State University Big Rapids MI 07/2017 05/2018
Rochester College Rochester MI 07/2015 05/2017
Diversified Portfolios Bloomfield Hills MI 09/2022 Present
  • 07/2020 → 11/2020
    Equitable Advisors, Llc
    Troy, MI
  • 07/2021 → 08/2022
    Rochester Wealth Strategies
    Rochester, MI
  • 12/2020 → 06/2021
    Jobin Financial, Inc.
    Chesterfield, MI
  • 07/2018 → 05/2020
    Northwood University
    Midland, MI
  • 07/2017 → 05/2018
    Ferris State University
    Big Rapids, MI
  • 07/2015 → 05/2017
    Rochester College
    Rochester, MI
  • 09/2022 → Present
    Diversified Portfolios
    Bloomfield Hills, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-26
  • S66 Uniform Combined State Law Examination
    2020-10-26

View on SEC IAPD

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HIDDEN CAPITAL MANAGEMENT, LLC
PROSPERITY WEALTH STRATEGIES LLC
QUARTON CAPITAL PARTNERS
SPARTAN WEALTH MANAGEMENT

Other Investors

JANETTE LEIGH SCHAD
ROMAIN HUBERT DUCASSE
Jacob Cole Herman
Thomas Jack Schwartz
NICOLE LEE HOAG
GABRIEL STEPHEN BESHARA
Spencer Christian Eick
Gregory John Schwartz

Other Offices

ENGLISH CAPITAL MANAGEMENT LLC · BLOOMFIELD HILLS, MI
SCHWARTZ & CO. · BLOOMFIELD HILLS, MI
GREGORY J. SCHWARTZ & CO., INC. · BLOOMFIELD HILLS, MI
LPL FINANCIAL LLC · BIRMINGHAM, MI
J.P. MORGAN SECURITIES LLC · BLOOMFIELD HILLS, MI
HIDDEN CAPITAL MANAGEMENT, LLC · BLOOMFIELD HILLS, MI
PROSPERITY WEALTH STRATEGIES LLC · Bloomfield Hills, MI
QUARTON CAPITAL PARTNERS · BIRMINGHAM, MI

More in Bloomfield Hills, MI

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