A complete list of active advisors currently associated with Advanced Investment Management LLC

Warmer can help you find a great advisor at Advanced Investment Management LLC or one who fits your needs even better.

Advanced Investment Management LLC provides discretionary asset management and financial planning services to individuals, including high‑net‑worth clients, and manages roughly $69 million across about 61 accounts. The firm documents client goals with investment policy statements and coordinates with outside professionals (e.g., attorneys, accountants, insurance agents) on an as‑needed basis. AIM combines fundamental and technical (including cyclical) analysis to guide asset allocation and security selection, implementing long‑term, short‑term, or trading strategies tailored to each client’s objectives, time horizon, and risk tolerance. Accounts are typically managed on a discretionary basis with periodic reviews at least quarterly and custody and trade execution provided through Schwab Institutional. A distinctive feature is that the manager maintains a separate, licensed insurance practice and devotes a substantial portion of their time to that activity; although the firm states it does not sell insurance products as an advisory business, the manager may offer insurance products and receive commission compensation, a disclosed conflict the firm says it mitigates through disclosure and fiduciary procedures. The firm’s generally higher account minimum (typically $500,000, with exceptions) and emphasis on tailored discretionary management with client‑imposed restrictions align it more with established or HNW investors than mass‑market retail clients.

To learn more about the advisors currently working at Advanced Investment Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Soren Christensen	Naples, FL	20

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