Bradley James Sorensen
Chief Investment OfficerCypress Financial Planning, LLCCRD 3082269
About Bradley James Sorensen
Bradley James Sorensen is listed as Chief Investment Officer at Cypress Financial Planning, LLC in Haddon Heights, NJ. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Cypress Financial Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Bradley James Sorensen work?
Bradley James Sorensen is listed as Chief Investment Officer at Cypress Financial Planning, LLC on SEC Form ADV.
How much of Cypress Financial Planning, LLC does Bradley James Sorensen own?
Form ADV reports a beneficial ownership band of Under 5%.
Cypress Financial Planning, LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |