Bradley Sorensen has been Chief Investment Officer of Cypress Financial Planning since June 2026, is not listed as a control person, but directly owns under 5% of the firm. Bradley Sorensen holds an MBA from the University of Colorado and an MS in Finance from the University of Colorado.
Cypress Financial Planning, LLC is a Haddon Heights, NJ firm with $490M under management, 432 clients and 6 advisers across 4 offices, as of its July 2026 filing.
Brad Sorensen is Chief Investment Officer of Cypress Financial Planning. He has analyzed stocks and the economy for over 20 years. As Director of Market and Sector Analysis at Charles Schwab, he was responsible for directing coverage of economic and market developments and for in-depth research on securities and areas of the market. He has appeared in the media, including the New York Times, Wall Street Journal, Forbes and CNBC.
Bradley Sorensen’s longest registration is the current one, 4 years at U.S. Cherry LLC since 2022.
- U.S. Cherry LLCAlso current– present · 4 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 311564
- Eboursa Inc.– · 1 yearNaples, FL · Adviser representative · Firm CRD 314963
Professional designations
Listed by Cypress Financial Planning
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Bradley Sorensen is registered as an investment adviser representative in Florida, since July 2022.
- FloridaSince 14 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 12 April 2005 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 30 November 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 July 2004 |
| Series 7 | General Securities Representative Examination | 13 July 2004 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 May 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 July 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Bradley James Sorensen
- CRD
- 3082269
- Firm
- Cypress Financial Planning · CRD 151014
- Role
- Chief Investment Officer
- Registration
- Investment adviser registration
- In the industry since
- March 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cypressplanning.com
Where does Bradley Sorensen work?
Bradley Sorensen has been Chief Investment Officer of Cypress Financial Planning, LLC since June 2026.
Is Bradley Sorensen a financial advisor?
Yes. Bradley Sorensen has a current investment-adviser registration in Florida.
How many years of experience does Bradley Sorensen have?
Bradley Sorensen has 22 years in the financial industry, since March 2004, across 2 adviser firms.
What exams has Bradley Sorensen passed?
Bradley Sorensen has passed 6 licensing exams: the Series 6, Series 65, Series 7, Series 63, Series 87 and Series 24. The earliest, the Series 6, was passed in July 1998. FINRA credited Bradley Sorensen with the SIE, which began in October 2018.
Where was Bradley Sorensen previously registered as an investment adviser?
Bradley Sorensen has past investment-adviser registrations through Eboursa Inc., September 2021 to December 2022, across 2 firms.
Is Bradley Sorensen registered with FINRA?
No. Bradley Sorensen has no current broker registration.
Is Bradley Sorensen a CFA charterholder?
Cypress Financial Planning lists Bradley Sorensen with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Bradley Sorensen’s record?
Search CRD 3082269 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bradley Sorensen’s full registration record.
