Rhett J Sorensen

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

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

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

Current Employers

Employment History

• 01/2016 → 01/2018
  The Church Of Jesus Christ Of Latter-Day Saints
  Fukuoka
• 01/2018 → 04/2018
  Student
  Rexburg, ID
• 04/2018 → 08/2018
  Aptive Environmental
  Columbia, MD
• 02/2019 → 03/2019
  Home Care Pulse
  Rexburg, ID
• 09/2018 → 04/2019
  Student
  Rexburg, ID
• 04/2019 → 10/2019
  Vue Advisors
  Rexburg, ID
• 04/2019 → 04/2020
  Brigham Young University - Idaho
  Rexburg, ID
• 06/2020 → 07/2020
  Charles Schwab
  Pendleton, OR
• 09/2020 → 12/2020
  Student
  Rexburg, ID
• 01/2021 → 06/2024
  Rock House Financial
  Farmington, UT
• 02/2021 → 06/2024
  Rh Advisors, Llc
  Farmington, UT
• 07/2024 → Present
  Wealth Enhancement Group
  Farmington, UT
• 07/2024 → Present
  Wealth Enhancement Advisory Services
  Farmington, UT

Previous Registrations

• 2021-04-12 → 2024-07-03
  Rock House Financial
  Farmington, UT

Other Businesses

- DAVIS COMMUNITY EDUCATION - KAYSVILLE, UT. INSTRUCTOR. TEACHING TWO CLASSES EACH FALL AND WINTER SEMESTER. 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. - WEALTH ENHANCEMENT GROUP - INVESTMENT RELATED - FARMINGTON, UT - FIXED INSURANCE - FINANCIAL ADVISOR - START DATE: 07/2024 - 3 HOURS SPENT PER MONTH, 0 HOURS DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-10

Designations

• Certified Financial Planner

Other Names

• Rhett Sorensen
• Rhett J. Sorensen