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Charles S
Series 63, Series 65
Logan, UT
Diversify Advisory Services, LLC
Charles Sorensen II is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. His prior roles include positions at DFPG Investments, ARS Investment Advisors, and Allegis Investment Services, among others. He is also president of Sorensen Financial, Inc., a personal S-corporation managing his business operations. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners, offering financial planning, portfolio management, corporate consulting, and family office services. The firm’s investment approach emphasizes tactical diversification and individualized asset allocation, utilizing a variety of model portfolios and alternative investment options.
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