Clinton Sorenson has been Chief Investment Officer of Ascentis Wealth Management since March 2024, is a control person of the firm and directly owns under 5% of it.
Ascentis Wealth Management, LLC is a Dallas, TX firm with $596M under management, 259 clients and 5 advisers in one office, as of its May 2026 filing.
Clinton Sorenson’s longest registration was 6 years at Wealthshield Partners, LLC (2014–2020).
- Wealthshield LLC– · 2 yearsCary, NC · Adviser representative · Firm CRD 288875
- Wealthshield Partners, LLC– · 6 yearsCary, NC · Adviser representative · Firm CRD 169584
- Wells Fargo Advisors, LLC– · 5 yearsGoldsboro, NC · Adviser representative · Firm CRD 19616
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 19 February 2008 |
| Series 7 | General Securities Representative Examination | 30 January 2008 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Clinton Wayne Sorenson
- CRD
- 5393457
- Firm
- Ascentis Wealth Management · CRD 330923
- Role
- Chief Investment Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Clinton Sorenson work?
Clinton Sorenson has been Chief Investment Officer of Ascentis Wealth Management, LLC since March 2024, and is a control person of the firm.
Does Clinton Sorenson have a current investment-adviser registration?
Clinton Sorenson has no current investment-adviser or broker registration.
What exams has Clinton Sorenson passed?
Clinton Sorenson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2008.
Where was Clinton Sorenson previously registered as an investment adviser?
Clinton Sorenson has past investment-adviser registrations through Wealthshield LLC, March 2018 to July 2020; Wealthshield Partners, LLC, January 2014 to July 2020; Wells Fargo Advisors, LLC, October 2008 to December 2013, across 3 firms.
Is Clinton Sorenson registered with FINRA?
No. Clinton Sorenson has no current broker registration.
How can I verify Clinton Sorenson’s record?
Search CRD 5393457 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Clinton Sorenson’s full registration record.
- Michael MansurPresident
- Matthew ReynoldsChief Compliance Officer
- Catherine BaileyDirector