Jerad Sorgenfrei
Primus Wealth Advisors · York, Nebraska
Jerad Sorgenfrei is a fee-only financial advisor at Primus Wealth Advisors in York, Nebraska, who holds the CFA credential. Primus Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Primus Wealth Advisors |
|---|---|
| Based in | York, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $28.4M across 20 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NE · CRD 5492233 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Jerad's firm compares
- Primus Wealth Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Jerad
Is Jerad Sorgenfrei a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerad holds no broker registration, and Primus Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jerad charge for financial advice?
Jerad's firm, Primus Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jerad Sorgenfrei based?
Jerad Sorgenfrei is based in York, Nebraska.
What credentials does Jerad Sorgenfrei hold?
Jerad Sorgenfrei holds the CFA credential.
Is Jerad Sorgenfrei registered with the SEC?
Yes. Jerad Sorgenfrei is registered as an investment adviser representative in NE (CRD 5492233), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Primus Wealth Advisors manage?
Primus Wealth Advisors reports $28.4M across 20 accounts in assets under management.
How do I contact Jerad Sorgenfrei?
Contact details aren't on file yet. Search for Primus Wealth Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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