Christine Marie Sorensen

Employer firm

Tradition Wealth Management LLC CRD 128314

$2.60B regulatory AUM 162 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• 1031 EXCHANGE CONSULTING

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

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

Current Employers

Employment History

• 02/2003 → 07/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2004 → 01/2025
  Concourse Financial Group Securities Inc
  Edina, MN
• 02/2003 → Present
  Tradition Wealth Management
  Edina, MI
• 01/2025 → Present
  Private Client Services
  Edina, MN

Other Businesses

1) Tradition Wealth Management. 7601 France Ave S Ste 100, Edina, MN 55435. RIA. Director of Operations-Client Service Manager. 120 hrs/mo; 37 during trading hrs.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-04-19

Other Names

• Christine Marie Sorensen
• Christine Marie Sorensen
• Christine M Donnelly
• Christine Sorensen-Donnelly
• Christine Marie Donnelly