Soren Thomas Christensen

Employer firm

Advanced Investment Management LLC CRD 289070

$69.5M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 10/2010 → 08/2017
  Global Financial Private Capital, Llc
  Sarasota, FL
• 01/2015 → 08/2017
  G.F. Investment Services Llc
  Sarasota, FL
• 10/2010 → Present
  Advanced Wealth Advisors,Llc
  Naples, FL
• 08/2017 → Present
  Advanced Investment Management Llc
  Naples, FL
• 04/2013 → Present
  Advanced Investment Management Llc
  Naples, FL
• 01/2025 → Present
  Stc Productions Llc
  Naples, FL

Previous Registrations

• 2013-11-13 → 2017-08-14
  Global Financial Private Capital, Inc.
  Naples, FL
  Sarasota, FL
• 2010-10-27 → 2013-11-13
  Global Financial Private Capital, Inc.
  Naples, FL
  Novi, MI
  Sarasota, FL
• 2007-08-22 → 2010-10-28
  First Heartland Consultants, Inc.
  Novi, MI

Other Businesses

1) ADVANCED WEALTH ADVISORS,LLC START DATE -12/2010. NAPLES, FL. INSURANCE AGENCY, INSURANCE SALES. NON INVESTMENT RELATED. 20 HOURS PER WEEK SPENT. 2) FIRST FINANCIAL RESOURCES START DATE: 7/1/2014 INSURANCE BROKER - NON INVESTMENT RELATED 5 HOURS PER WEEK 3) NAPLES LIFE INSURANCE & ANNUITY ADVISORS START DATE 1/1/2017 FIXED LIFE INSURANCE & FIXED ANNUITIES-NON INVESTMENT RELATED INDEPENDENT CONTRACTOR 5 HOURS PER WEEK INSURANCE SALES 4) CTC INSURANCE SERVICES START DATE 1/1/2017 FIXED INSURANCE-NON INVESTMENT RELATED INDEPENDENT CONTRACTOR 5 HOURS PER WEEK INSURANCE SALES (5) STC Productions LLC; No; Naples, FL; Entertainment & Event planning services; Manager; 01/2025; 5/ HRS MO; 5/ HRS MO

Exams

• S66 Uniform Combined State Law Examination
  2007-04-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant