Bradley Michael Sorenson
Investment Adviser Representative at Diversified Portfolios, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bradley Michael Sorenson is an investment adviser representative with Diversified Portfolios, Inc. in Bloomfield Hills, MI, where they have been registered since 2023. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Rochester Wealth Strategies, LLC and Equitable Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Michigan and Texas.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Equitable Advisors, LLCJul 2020 – Nov 2020Troy, MI
- Rochester Wealth StrategiesJul 2021 – Aug 2022Rochester, MI
- Jobin Financial, Inc.Dec 2020 – Jun 2021Chesterfield, MI
- Northwood UniversityJul 2018 – May 2020Midland, MI
- Ferris State UniversityJul 2017 – May 2018Big Rapids, MI
- Rochester CollegeJul 2015 – May 2017Rochester, MI
- Diversified PortfoliosSep 2022 – no end date reportedBloomfield Hills, MI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Diversified Portfolios, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $1,000,000 (waivable)
- Under $1,000,0001.25%
- First $2,000,0000.90%
- Next $4,000,0000.65%
- Next $9,000,0000.45%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive wealth management including investment strategies, financial planning, and fiduciary advisory services designed to align couples' financial goals, protect and grow wealth, and address family financial dynamics.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bloomfield Hills, MI
- SEC file number:
- 801-56371
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 26, 2026
View full firm profileOther advisors at Diversified Portfolios, Inc.
9 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bradley Michael Sorenson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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