ADVANCED WEALTH STRATEGIES GROUP - Key Persons

AR, AZ

Job Titles:
  • CO, FL, GA, HI, ID, IL, KS, MA, MD, MO, MT, NM, NV, OH, OK, or, PA, SC, TX, UT, VA, WA

Kimberly Biller

Job Titles:
  • Operations Manager I LPL Registered Administrative Assistant

Michael S. Sorenson

Job Titles:
  • Investment Advisor
  • Representative
  • Certified Financial Planner
Michael Sorenson is an Investment Advisor Representative with LPL Financial. Mike began providing financial planning services to individuals in Southern California in 1986. He started with Thrivent Financial, moving on to the investment advisor and management positions with Wells Fargo Securities, First Union Bank, and WWH Insurance Services. Mike specializes in retirement planning for individuals and business owners, using modern investment risk strategies to accumulate and preserve wealth up to and during retirement. He holds securities license 7 (general securities) and 65 (registered investment advisor) with LPL Financial, and a California Life, health and disability license. (CA Insurance Lic# 0709565) Mike holds a bachelors degree in Economics from UCSD and has lived in the Ocean Hills area of Oceanside since 1988 with his wife Sandra and sons Eric and Jason, both graduates of Rancho Buena Vista High School. Mike enjoyed coaching youth sports and participates in softball and golf. Mike is an active member of the Oceanside Chamber of Commerce and is a corporate partner and volunteer with Casa De Amparo

Steven K. Krogh

Job Titles:
  • President I LPL Branch Manager I Wealth Manager
Steven K. Krogh, CFP® is Founder of Advanced Wealth Strategies Group, Inc. as well as the Wealth Advisors of Carlsbad, a registered investment advisory firm. Steve currently holds the positions of Branch Manager and Registered Securities Principal with LPL Financial. Steven joined LPL Financial in 1986 and is licensed in Life, Health, Annuities, and Disability Insurance (CA Insurance Lic# 0705492) and has been providing clients with a wide variety of Wealth Management Services and Financial Planning since 1986. He is a member of International Association of Certified Financial Planners, past president of the Carlsbad Kiwanis Club 1992-1993, past member of the North Coastal Estate Planning Council, board member of the Carlsbad Boy's & Girl's Club 1994-2000, 1998 Board Member of the Year Award for the Carlsbad Boy's & Girl's Club.