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Est. 2026The front page of wealth managementNew York

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Chief Investment Officer · Cypress Financial Planning

Bradley J. Sorensen

CRD 3082269 · Named on Form ADV at one SEC-registered adviser

At a glance

Cypress Financial Planning, an SEC-registered wealth manager based in Haddon Heights, NJ with $490 million in regulatory assets, lists Bradley J. Sorensen on its Form ADV as Chief Investment Officer.

Firms and roles

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Bradley’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2021 (5 years)
Designations
Chartered Financial Analyst
Exams
Series 63, Series 65
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

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Bradley’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
1 firmLocked
Employment history
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States they’re registered in
Locked
Outside business activities
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When they joined their current firm, and their firm’s growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jeffrey R. JonesOwner, Principal and Senior Financial Planner, Cypress Financial Planning
  • Benjamin J. PittsOwner and Principal, Cypress Financial Planning
  • Evan PowersPrincipal and Financial Planner, Cypress Financial Planning
  • Kurt H. RuoffManaging Partner, Chief Compliance Officer and Senior Financial Planner, Cypress Financial Planning

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bradley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.