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Natalie S

Series 63, Series 65

Richfield, UT

LPL Financial

Natalie Sorensen is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. Her prior roles include 11 years at Parkland Securities, LLC, and over three decades running Sorensen Investment & Tax Consulting Inc. She is also involved in a non-variable insurance business, Sorensen, Winn and Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and a variety of investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Landon W

Series 63, Series 65

Richfield, UT

LPL Financial

Landon Winn is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Parkland Securities, LLC and Sorenson Investment & Tax. Outside of his advisory work, he is involved in tax and investment consulting through Sorensen's Investment & Tax Consulting Inc. and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment approaches and operates one of the largest advisory networks in the industry.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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