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Elizabeth Ann Sorenson

Cetera Investment Advisers LLC

Idaho Falls, ID

CRD 2423101

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Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-03-21
TX RA APPROVED_RES 2024-03-21
  • ID RA
    APPROVED
    Since 2024-03-21
  • TX RA
    APPROVED_RES
    Since 2024-03-21

Branch Locations

Idaho Falls, ID • 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
Cetera Advisors Llc Denver CO 12/2013 Present
Prosperity Network Of Advisors, Llc Overland Park KS 09/2014 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
Woodhouse Counseling, Llc Idaho Falls ID 10/2025 Present
  • 12/2013 → Present
    Cetera Advisors Llc
    Denver, CO
  • 09/2014 → Present
    Prosperity Network Of Advisors, Llc
    Overland Park, KS
  • 03/2024 → Present
    Schaumburg, IL
  • 10/2025 → Present
    Woodhouse Counseling, Llc
    Idaho Falls, ID
Previous Registrations
  • 2006-11-22 → 2010-01-20
    Securities America Advisors, Inc.
    Idaho Falls, ID
Other Businesses

1. NAME OF OTHER BUSINESS: PROSPERITY NETWORK OF ADVISORS, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2014; POSITION/TITLE/RELATIONSHIP: COMPLIANCE ANALYST; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES, OSJ COMPLIANCE; 2. NAME OF OTHER BUSINESS: WOODHOUSE COUNSELING, LLC; INVESTMENT RELATED: NO; ADDRESS: 1262 E 17TH STREET IDAHO FALLS, ID 83404; NATURE OF BUSINESS: PERSONAL COUNSELING SERVICES; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: OFFICE HELP; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OVER RECEPTIONIST DESK AND LIGHT CLEANING AFTER BUSINESS HOURS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-17
S63 Uniform Securities Agent State Law Examination 1993-11-17
  • S66 Uniform Combined State Law Examination
    2006-11-17
  • S63 Uniform Securities Agent State Law Examination
    1993-11-17
Other Names
  • Lisa Sorenson
  • Elizabeth A Sorenson
  • Elizabeth Ann Adams
  • Lisa Adams

View on SEC IAPD

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