Robert Soerens Email & Phone Number

Financial Planner @ Gateway Financial Advisors, Inc.

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Robert Soerens Location

Franklin, TN, US

Robert Soerens Work

2023 - now Financial Planner @ Gateway Financial Advisors, Inc.
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2023 - now Independent Registered Investment Advisor @ Cambridge Investment Research, Inc.
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2021 - 2023 Financial Advisor @ SageSpring Wealth Partners
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2020 - 2021 Owner @ HomeWell Care Services of Franklin
2017 - 2020 Financial Advisor @ Merrill Lynch
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2015 - 2017 Financial Advisor @ Wells Fargo Advisors
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2009 - 2013 Owner @ Comfort Keepers
2006 - 2008 Attorney @ Faegre Drinker
2001 - 2003 Japan Fund Representative @ DWS Group

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Robert Soerens Education

University of Wisconsin-Madison
Juris Doctorate Degree (cum laude)
2003 - 2006
University of Minnesota
Bachelor's Degree (Japanese and Geography)
1993 - 1999
Hiroshima University
Exchange Program (Japanese Language and Literature)
1996 - 1997

Robert Soerens Skills

Unemployment
Negotiation
Healthcare

Strategic Planning
Solution Selling
High Volume
Revenue
Scheduling
Legal
Consortium

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Robert Soerens Summary

Robert Soerens, based in Franklin, TN, US, is currently a Financial Planner at Gateway Financial Advisors, Inc.. Robert Soerens brings experience from previous roles at Cambridge Investment Research, Inc., SageSpring Wealth Partners, HomeWell Care Services of Franklin and Merrill Lynch Wealth Management. Robert Soerens holds a 2003 - 2006 Juris Doctorate Degree in cum laude @ University of Wisconsin-Madison. With a robust skill set that includes Unemployment, Negotiation, Healthcare, Strategic Planning, Solution Selling and more. Robert Soerens has 4 emails and 1 mobile phone numbers on RocketReach.

Robert Soerens Emails

Found 4 emails

Robert Soerens Phone Numbers

Found 2 phone numbers

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Others Named Robert Soerens

Robert Soerens

Financial Planner at Gateway Financial Advisors, Inc.

Franklin, TN, US
4
- yahoo.com
- gmail.com
- joincambridge.com
- gfainvestments.com
2
- +1 608-217-XXXX
- +1 262-542-XXXX

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Top Gateway Financial Advisors, Inc. Employees

Frank Stahlschmidt

Managing Director - Northern California at Gateway Financial Advisors, Inc.

Walnut Creek, CA, US
1
- aol.com
3
- +1 925-906-XXXX
- +1 925-963-XXXX
- +1 858-428-XXXX
Joseph Hurley

Executive Director, Retirement Division at Gateway Financial Advisors, Inc.

Battle Ground, WA, US
5+
- +1 360-723-XXXX
- +1 641-472-XXXX
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Nico Koop

Director at Gateway Financial Advisors, Inc.

Clearwater, FL, US
5
- gmail.com
- yahoo.com
- comcast.net
- gfainvestments.com
- burnbootcamp.com
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- +1 239-649-XXXX
- +1 805-484-XXXX
- +1 239-537-XXXX
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David McCaman

Financial Advisor at Gateway Financial Advisors, Inc.

California, United States
2
- yahoo.com
- gfainvestments.com
5+
- +1 408-858-XXXX
- +1 408-615-XXXX
- +1 408-202-XXXX
- +1 408-246-XXXX
- +1 408-839-XXXX
- +1 408-244-XXXX
Myles Yates

Director of Information Technology at Gateway Financial Advisors, Inc.

California, United States
3
- gmail.com
- yahoo.com
- beyondassist.com
5+
- +1 949-280-XXXX
- +1 417-722-XXXX
- +1 417-830-XXXX
- +1 417-839-XXXX
- +1 417-861-XXXX
- +1 863-245-XXXX
Mike Liu

Independent Financial Advisor at Gateway Financial Advisors, Inc.

San Jose, CA, US
2
- gfainvestments.com
- yahoo.com
3
- +1 408-218-XXXX
- +1 510-364-XXXX
- +1 650-798-XXXX
Steve Goslin

Financial Advisor at Gateway Financial Advisors, Inc.

Murrieta, CA, US
1
- +1 951-894-XXXX
Elliott Treinen

Wealth Management Advisor at Gateway Financial Advisors, Inc.

Scottsdale, AZ, US
1
- gfainvestments.com
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- +1 360-333-XXXX
Roland Bergman

Financial Planner and Investment Advisor Rep. at Gateway Financial Advisors, Inc.

San Mateo, CA, US
2
- hotmail.com
- gfainvestments.com
5
- +1 415-952-XXXX
- +1 650-579-XXXX
- +1 650-573-XXXX
- +1 650-573-XXXX
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Robert Soerens

Financial Planner at Gateway Financial Advisors, Inc.

Franklin, TN, US
4
- yahoo.com
- gmail.com
- joincambridge.com
- gfainvestments.com
2
- +1 608-217-XXXX
- +1 262-542-XXXX
Harry Panosian

Certified Financial Planner ™, Certified Divorce Financial Analyst®,Chartered Financial Consltant™ at Gateway Financial Advisors, Inc.

Scottsdale, AZ, US
1
- gfainvestments.com
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- +1 480-699-XXXX
Jack Snyder

Comprehensive Financial Planner at Gateway Financial Advisors, Inc.

Santa Rosa, CA, US
2
- gfainvestments.com
- gmail.com
4
- +1 858-428-XXXX
- +1 563-432-XXXX
- +1 503-256-XXXX
- +1 360-896-XXXX
Debbie Sibert

CPA at Gateway Financial Advisors, Inc.

Batavia, OH, US
2
- gfainvestments.com
- gmail.com
2
- +1 925-999-XXXX
- +1 513-625-XXXX

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