Katherine Tehanu
Sorensen Financial Management · Denver, Colorado
Katherine Tehanu is a fee-only financial advisor at Sorensen Financial Management in Denver, Colorado. Sorensen Financial Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Sorensen Financial Management |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $17.6M across 34 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 7050456 |
| Exams passed | Series 63 (2019) · Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.sorensenfinancial.com |
How Katherine's firm compares
- Sorensen Financial Management's average account is about $517,000, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Katherine
Is Katherine Tehanu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Sorensen Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katherine charge for financial advice?
Katherine's firm, Sorensen Financial Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Katherine Tehanu based?
Katherine Tehanu is based in Denver, Colorado.
Is Katherine Tehanu registered with the SEC?
Yes. Katherine Tehanu is registered as an investment adviser representative in CO and TX (CRD 7050456), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sorensen Financial Management manage?
Sorensen Financial Management reports $17.6M across 34 accounts in assets under management.
How do I contact Katherine Tehanu?
Through Katherine's website, www.sorensenfinancial.com.
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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