Robert Soerens

Robert Soerens brings over 10 years of experience to Gateway as a financial professional.  Mr. Soerens has extensive experience in the areas needed to help you with your financial planning needs.  Rob is a portfolio manager for some of the other advisors on the team, and has extensive experience in comprehensive financial planning and wealth management to high net worth families.  

In 2001, Rob went to work for Deutsche Asset Management (Deutsche Bank) in Chicago.  After 2 years Mr. Soerens went to the University of Wisconsin Law School to earn his JD, from which he graduated, cum laude, in 2006.**  He successfully passed the Bar Exam in MN and WI and worked as an attorney at the AmLaw 100 firm Faegre Drinker Biddle in Minneapolis.  At Faegre, Rob specialized in Trust and Estates law and Franchise law.  Mr. Soerens rejoined the investment world in 2015 at Wells Fargo Advisors and, later, Merrill Lynch.  He joined Gateway in 2023.

On a personal note, in 2010 Mr. Soerens was married to his wife, Stephanie, also an attorney.  They have three children: Maddy, Annika, and Hudson.  Most of his time outside of work, apart from chores, is spent with family playing games (cards or boardgames) and watching movies, reading (history, fiction, politics, economics), or going for a run.  Mr. Soerens runs his practice out of Franklin, TN.

Robert Soerens's Licensing:

FINRA Series 7, 66 (Securities Licensing)
Life & Health Insurance - TN License #2373840

**Mr. Soerens is no longer in the practice of law and does not provide legal advice to his clients.  He does help identify issues and strategies to discuss with your attorney, however, and can help in the conversation.