Dallin Drake Sorensen

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2026 → Present
  Mercer Global Advisors Inc.
  Walnut Creek, CA
• 01/2025 → 04/2026
  Taxhawk Inc.
  Provo, UT
• 11/2024 → 04/2026
  Familyview Tax Advisory
  Rexburg, ID
• 06/2024 → 10/2024
  Fortress Financial Partners
  Raleigh, NC
• 12/2022 → 03/2024
  H&R Block
  Rexburg, ID
• 06/2018 → 08/2018
  Castle Rock Construction
  Clayton, CA
• 08/2016 → 06/2020
  Clayton Valley Charter High School
  Concord, CA
• 06/2019 → 03/2020
  Diane Adair Daycare Centers
  Bay Point, CA
• 03/2020 → 09/2020
  Unemployed
  Acampo, CA
• 01/2022 → 04/2022
  Brigham Young University Idaho
  Rexburg, ID
• 05/2022 → 08/2022
  Legacy Private Wealth Advisors
  Clearfield, UT
• 10/2022 → 10/2022
  Ironwood Insights
  Rexburg, ID
• 10/2022 → 12/2022
  The Occasions Group
  Rexburg, ID
• 10/2022 → 04/2023
  H & R Block
  Rexburg, ID
• 09/2020 → 07/2024
  Brigham Young University Idaho
  Rexburg, ID
• 06/2023 → 08/2024
  Mutual Advisors Llc., Dba Del Rey Capital Management
  Los Angeles, CA

Previous Registrations

• 2023-08-11 → 2024-07-09
  Mutual Advisors, Llc
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-02

Designations

• Certified Financial Planner