Craig Sorenson has been an investment adviser representative at Ele Advisory Services since February 2020, and is not listed among the firm’s executive officers or direct owners.
Ele Advisory Services, Inc is a Southfield, MI firm with $137M under management, 1,156 clients and 13 advisers across 10 offices, as of its September 2026 filing.
Craig Sorenson’s longest registration is the current one, 6 years at Ele Advisory Services since 2020. Before joining Ele Advisory Services in 2020, Craig Sorenson was registered through Ip Financial Advisory Services LLC and Innovation Partners LLC.
- Ele Advisory Services, IncCurrent– present · 6 yearsCentennial, CO · Adviser representative · Firm CRD 148228
- Ip Financial Advisory Services LLC– · under a yearCentennial, CO · Adviser representative · Firm CRD 305772
- Innovation Partners LLC– · 3 yearsCentennial, CO · Adviser representative · Firm CRD 146344
- 1st Consumer Advisory Group LLC– · 2 yearsGreenwood Village, CO · Adviser representative · Firm CRD 169633
- Southeast Investments, N.C., Inc.– · under a yearGreenwood Village, CO · Adviser representative · Firm CRD 43035
- Ausdal Financial Partners, Inc.– · under a yearGreenwood Village, CO · Adviser representative · Firm CRD 7995
- Qa3 Financial LLC– · 1 yearEnglewood, CO · Adviser representative · Firm CRD 104957
- Intersecurities, Inc.– · under a yearCentennial, CO · Adviser representative · Firm CRD 16164
Investment adviser representative registrations
Craig Sorenson is registered as an investment adviser representative in 19 states, as a resident of Texas. The first approvals date from February 2020; the most recent is Georgia, in August 2026.
- AlabamaSince 2 January 2024
- ArizonaSince 27 February 2020
- CaliforniaSince 21 April 2022
- ColoradoSince 25 February 2020
- ConnecticutSince 13 February 2025
- FloridaSince 9 April 2025
- GeorgiaSince 31 August 2026
- IllinoisSince 8 May 2026
- IowaSince 13 February 2025
- KentuckySince 7 August 2026
- MinnesotaSince 25 February 2020
- North CarolinaSince 24 November 2021
- North DakotaSince 2 March 2020
- OklahomaSince 22 November 2021
- South DakotaSince 7 May 2026
- TexasResidentSince 20 November 2024
- WashingtonSince 4 March 2021
- WisconsinSince 17 February 2025
- WyomingSince 22 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 11 June 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 January 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 September 1983 |
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Craig Arnold Sorenson
- CRD
- 1132166
- Firm
- Ele Advisory Services · CRD 148228
- Office
- 12200 E Briarwood Ave., Suite 165, Centennial, CO 80112
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 1986
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Craig Sorenson work?
Craig Sorenson is an investment adviser representative registered through Ele Advisory Services, Inc since February 2020, and is not listed among the firm’s executive officers or direct owners.
Is Craig Sorenson a financial advisor?
Yes. Craig Sorenson has a current investment-adviser registration in Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Iowa, Kentucky, Minnesota, North Carolina, North Dakota, Oklahoma, South Dakota, Texas, Washington, Wisconsin and Wyoming, through Ele Advisory Services since February 2020.
How many years of experience does Craig Sorenson have?
Craig Sorenson has 40 years in the financial industry, since July 1986, across 8 adviser firms.
What exams has Craig Sorenson passed?
Craig Sorenson has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 26. The earliest, the Series 6, was passed in September 1983. FINRA credited Craig Sorenson with the SIE, which began in October 2018.
Where did Craig Sorenson work before Ele Advisory Services?
Before Ele Advisory Services, Craig Sorenson was registered through Ip Financial Advisory Services LLC, January 2020 to February 2020; Innovation Partners LLC, April 2016 to February 2020; 1st Consumer Advisory Group LLC, January 2014 to January 2016; Southeast Investments, N.C., Inc., March 2013 to January 2014; Ausdal Financial Partners, Inc., April 2012 to December 2012; Qa3 Financial LLC, March 2009 to October 2010; Intersecurities, Inc., July 2008 to March 2009.
Where is Craig Sorenson based?
Craig Sorenson’s registered office is in Centennial, CO.
Is Craig Sorenson registered with FINRA?
Yes. Craig Sorenson has a current broker registration, under CRD 1132166.
Source: FINRA BrokerCheck
How can I verify Craig Sorenson’s record?
Search CRD 1132166 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Craig Sorenson’s full registration record.
