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Matthew Sorum

Adaptive Advice, LLC

Omaha, NE

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Current Employers
Adaptive Advice, Llc

444 Regency Parkway Drive Suite 201, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-04-22
  • NE RA
    APPROVED
    Since 2026-04-22

Branch Locations

444 Regency Parkway Drive Suite 201, Omaha, NE 68114 • 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
Adaptive Advice, Llc Omaha NE 05/2025 Present
Adaptive Advice, Llc Omaha NE 04/2026 Present
That 1 Painter Omaha NE 10/2024 01/2025
Summit Medical Staffing Omaha NE 03/2023 07/2024
Cariant Health Partners Omaha NE 10/2021 08/2022
Fiserv Omaha NE 03/2014 09/2021
No Employment Omaha NE 09/2022 02/2023
No Employment Omaha NE 02/2025 04/2025
  • 05/2025 → Present
    Adaptive Advice, Llc
    Omaha, NE
  • 04/2026 → Present
    Adaptive Advice, Llc
    Omaha, NE
  • 10/2024 → 01/2025
    That 1 Painter
    Omaha, NE
  • 03/2023 → 07/2024
    Summit Medical Staffing
    Omaha, NE
  • 10/2021 → 08/2022
    Cariant Health Partners
    Omaha, NE
  • 03/2014 → 09/2021
    Fiserv
    Omaha, NE
  • 09/2022 → 02/2023
    No Employment
    Omaha, NE
  • 02/2025 → 04/2025
    No Employment
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-01
  • S65 Uniform Investment Adviser Law Examination
    2026-04-01

View on SEC IAPD

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KYLEE LIN SIMON
Jack Edward Wolfgram
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PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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