SCOTT DAVID SORUM is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with LIFE WISE PLANNING GROUP LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LIFE WISE PLANNING GROUP LLC | 2023-07-19 | present | Yes |
| ON INVESTMENT MANAGEMENT CO | 2014-05-30 | 2017-07-19 | — |
| PREMIER SOUTHWEST PLANNING GROUP, LLC | 2011-05-11 | 2024-04-26 | — |
| THE MASTER PLANNING GROUP, INC. | 2004-11-19 | 2011-12-31 | — |
| ON INVESTMENT MANAGEMENT CO | 2004-07-13 | 2007-01-24 | — |