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Bradley Michael Sorenson

Diversified Portfolios, Inc.

Bloomfield Hills, MI

CRD 7273188

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Employer firm

Diversified Portfolios, Inc. CRD 108942

$1.94B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

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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Nearby Investors

JANETTE LEIGH SCHAD
ROMAIN HUBERT DUCASSE
Jacob Cole Herman

Nearby Offices

ENGLISH CAPITAL MANAGEMENT LLC · BLOOMFIELD HILLS, MI
SCHWARTZ & CO. · BLOOMFIELD HILLS, MI
GREGORY J. SCHWARTZ & CO., INC. · BLOOMFIELD HILLS, MI

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