A complete list of active advisors currently associated with Sorensen Financial Management

Warmer can help you find a great advisor at Sorensen Financial Management or one who fits your needs even better.

Sorensen Financial Management is an independent investment adviser that serves individuals, their trusts, estates and charitable organizations, as well as businesses and pension and profit-sharing plans. It provides portfolio management, investment advice and financial planning, and as of January 1, 2026 managed about $17.6 million across 34 accounts. The firm relies principally on fundamental analysis and evaluation of company and industry life cycles to identify investments, and may implement both long- and short-term purchases tailored to each client's stated objectives. It typically obtains discretionary trading authority, performs quarterly reviews of accounts and annual performance analyses, and uses a qualified, independent custodian for client assets. Distinctively for an independent adviser of this size, the firm distributes periodicals/newsletters and offers educational seminars or workshops in addition to one-on-one advisory services. It limits custody to client-authorized fee deductions, does not vote client proxies, and provides financial planning on an hourly or fixed-fee basis alongside its asset management services.

To learn more about the advisors currently working at Sorensen Financial Management, 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
Katherine Tehanu	Denver, CO	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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