CLICK ON THE MAP TO VIEW ADVISERS IN YOUR STATE
Mark Sorensen
CEO, Founder
1515 Buenos Aires Blvd.
The Villages, FL 32159
The Villages, FL 32159
352.750.1637
Linda Sorensen
Co-Founder / Office Management
1515 Buenos Aires Blvd.
The Villages, FL 32159
The Villages, FL 32159
352.750.1637
Michael Tarr
Director of 401(k) Maneuver/PEP
1515 Buenos Aires Blvd.
The Villages, FL 32159
The Villages, FL 32159
615.519.2136
Stephanie Maufroy
Chief Compliance Officer
1515 Buenos Aires Blvd
The Villages, FL 32159
The Villages, FL 32159
352.750.1637
Carissa Bruce
Chief Administrative Officer / Executive Assistant
1515 Buenos Aires Blvd.
The Villages, FL 32159
The Villages, FL 32159
352.750.1637
Jess Quirello
Senior Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
The Villages, FL 32159
352.750.1637
Jessica Willis
Business Systems Analyst
1515 Buenos Aires Blvd.
The Villages, FL 32159
The Villages, FL 32159
352.750.1637
Laura Hallett
Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
The Villages, FL 32159
352.750.1637
Joanna St. Clair
Head of Trading
1515 Buenos Aires Blvd.
The Villages, FL 32159
The Villages, FL 32159
352.750.1637
Ayris Abad
Trading & Service Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
The Villages, FL 32159
352.750.1637
Tara Stohr
Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
The Villages, FL 32159
352.750.1637
Amy Claesson
Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
The Villages, FL 32159
352.750.1637
Abigail Claesson
Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
The Villages, FL 32159
352.750.1637
Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
The Villages, FL 32159
352.751.4590
Craig Sullivan
Investment Adviser Representative
1515 Buenos Aires Blvd.
The Villages, FL 32159
The Villages, FL 32159
352-751-4590
Rebel - In Loving Memory (2008-2016)
Office Liaison
1515 Buenos Aires Blvd.
The Villages, FL 32159
The Villages, FL 32159
Maverick
Mascot of Maneuver Nation
1515 Buenos Aires Blvd.
The Villages, FL 32159
The Villages, FL 32159
352.750.1637
Hunter Von Unschuld, JD, CEBS
Investment Adviser Representative
4801 Lang Ave NE, STE 110
Albuquerque NM 87109
Albuquerque NM 87109
505.301.7960
David Templeton, RFC
Investment Adviser Representative
24 Chicot Drive
Maumelle, AR 72113
Maumelle, AR 72113
501.803.0271
Michael K. Budnick
Investment Adviser Representative
106 S. Harris St. Ste. 236, Round Rock, TX 78664
2600 W. Olive Ave. 5th Floor, Burbank, CA 91505
2600 W. Olive Ave. 5th Floor, Burbank, CA 91505
Craig Cassidy
Investment Adviser Representative
38908 Desert Greens Dr. E
1760-766-0700
Neil Higger
Investment Adviser Representative
10055 Slater Avenue, Suite 260
Fountain Valley, CA 92708
Fountain Valley, CA 92708
714.803.0333
D. Paul Kalra, CFP, ChFC, CLU, CSA
Investment Adviser Representative
22942 El Toro Road
Lake Forest, CA 92630
Lake Forest, CA 92630
949-215-7880
Charles Triana
Investment Adviser Representative
1139 Smith Lane | Roseville, CA, 95661
916-846-0960
Judy Carlson, CPA
Investment Adviser Representative
9233 Park Meadows Dr. | Suite #125
Lone Tree, CO 80124
Lone Tree, CO 80124
720-235-8685
Pat Frederiksen
Investment Adviser Representative
Golden, CO 80401
303-919-1020
Jo-Ann Holst, CFP®
Investment Adviser Representative
550 South Wadsworth Blvd. #401
Lakewood, CO 80226
Lakewood, CO 80226
720.287.5880
Matthew Jackson
Investment Adviser Representative
375 E Horsetooth Road #2-202
Fort Collins, CO 80525
Fort Collins, CO 80525
970.229.1616
Nick Naseman, RICP®
Investment Adviser Representative
6975 Battle Mountain Rd
Colorado Springs, CO 80922
Colorado Springs, CO 80922
719-623-7433
Colette Snyder
Investment Adviser Representative
550 South Wadsworth Blvd. #401
Lakewood, CO 80226
Lakewood, CO 80226
720.287.5880
Mark Triplett, CFEd
Investment Adviser Representative
7040 NE 14th Street Suite 103
Ankeny, IA 50021
Ankeny, IA 50021
515.528.8632
Terry Tyler
Investment Adviser Representative
355 South Teller St., STE 200
Lakewood, CO 80226
Lakewood, CO 80226
303.231.1008
David Martin, CFP
Investment Adviser Representative
1086 Elm Street, Suite 102
Rocky Hill, CT 06067
Rocky Hill, CT 06067
(860)721-6110
Clem Brandenburg, CPA
Investment Adviser Representative
4440 PGA Blvd Ste 600
Palm Beach Gardens, FL 33410
Palm Beach Gardens, FL 33410
15617470799
Jim Clifford
Investment Adviser Representative
165 State Street, Brewer, Maine 04412
400 N. Hwy, A1A, No. 53, Jupiter, Florida 33477
400 N. Hwy, A1A, No. 53, Jupiter, Florida 33477
207.356.4178
Michael Conway
Investment Adviser Representative
700 22nd Place, Suite A
Vero Beach, FL 32960
Vero Beach, FL 32960
772.480.4110
Bryan Daly, CFP®
Investment Adviser Representative
601 Heritage Drive Suite #204, Jupiter, FL 33477
561.448.4401
R. Joseph Davis, LUTCF
Investment Adviser Representative
6522 King Palm Way
Apollo Beach, FL 33572
Apollo Beach, FL 33572
813.760-5782
Liliana DeLara
Investment Adviser Representative
5401 S Kirkman Rd, Ste 310 Orlando, FL 32819
7700 North Kendall Dr, Ste 607 Miami, FL 33156
201 Alhambra Cir, Ste 500, Coral Gables, FL 33134
7700 North Kendall Dr, Ste 607 Miami, FL 33156
201 Alhambra Cir, Ste 500, Coral Gables, FL 33134
321.939.4157
Richard G. Easterbrook, CFP®
Investment Adviser Representative
37349 N Thrill Hill Rd
Eustis, FL 32736
Eustis, FL 32736
352-357-2249
Joe Faulk
Investment Adviser Representative
4115 W. Spruce Street, Suite 208
Tampa, FL 33607
Tampa, FL 33607
813.928.5454
Dan Johnson
Investment Adviser Representative
6851 13th Ave. N
St. Petersburg, FL 35710
St. Petersburg, FL 35710
727.343.9879
Jonathan Jung
Investment Adviser Representative
Casselberry, FL 32707
833.469.4015
Lincoln E. McRae, IV
Investment Adviser Representative
7400 Baymeadows Way Ste 106
Jacksonville, FL 32256-6829
Jacksonville, FL 32256-6829
904.683-3236
David Martin, CFP
Investment Adviser Representative
1086 Elm Street, Suite 102
Rocky Hill, CT 06067
Rocky Hill, CT 06067
(860)721-6110
Brian Neff
Investment Adviser Representative
5027 Cardinal Ct.
Little Elm, TX 75068
Little Elm, TX 75068
330.418.3181
Brady Nelson
Investment Adviser Representative
108 Spoonbill Dr. S.
Palm Coast, FL 32164
Palm Coast, FL 32164
517-303-1414
Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
The Villages, FL 32159
352.751.4590
Ginny Schlosser
Investment Adviser Representative
Jacksonville Beach, FL
904.302.0950
Craig Sullivan
Investment Adviser Representative
1515 Buenos Aires Blvd.
The Villages, FL 32159
The Villages, FL 32159
352-751-4590
Luke Wrenn
Investment Adviser Representative
1120 Haymarket Dr.
Lakeland, FL 33809
Lakeland, FL 33809
863.430.9806
John Mills, Enrolled Agent - Tax Planning
Investment Adviser Representative
2002 Summit Blvd, Suite 300
Atlanta, GA 30319
Atlanta, GA 30319
7708435159
Nathan Chapel
Investment Adviser Representative
2815 Forbs Avenue, Suite 107
Hoffman Estates, IL 60192
Hoffman Estates, IL 60192
8473708198
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Scott Svoboda
Investment Adviser Representative
2815 Forbs Avenue, Suite 107
Hoffman Estates, IL 60192
Hoffman Estates, IL 60192
847-682-0634
Rick Wang
Investment Adviser Representative
Century Plaza
7210 E. State St., Ste 102, Rockford, IL 61108
7210 E. State St., Ste 102, Rockford, IL 61108
815.997.5930
Andrew Watson
Investment Adviser Representative
5250 Old Orchard Rd.
Suite 300
Skokie, IL 60077
Suite 300
Skokie, IL 60077
847-256-3049
Richard "Dick" Nester
Investment Adviser Representative
500 W. Turkeyfoot Lake Rd.
New Franklin, OH 44319
New Franklin, OH 44319
330.899.0810
Don Breuker
Investment Adviser Representative
602 39th Street
Spirit Lake, IA 51360-2045
Spirit Lake, IA 51360-2045
712.336.4855
Paul Fokken
Investment Adviser Representative
231 W. Main Street
Suite 102
Cherokee, IA 51012
Suite 102
Cherokee, IA 51012
712-321-3272
Aaron Hawks, CFE Certified Financial Educator®
Investment Adviser Representative
1370 NW 114th Street, Suite 204
Clive, IA 50325
Clive, IA 50325
515-422-9021
Vicki Monaco
Investment Adviser Representative
7900 Hickman Road, Suite 200A
Windsor Heights, IA 50324
Windsor Heights, IA 50324
515.309.2985
Mark Triplett, CFEd
Investment Adviser Representative
7040 NE 14th Street Suite 103
Ankeny, IA 50021
Ankeny, IA 50021
515.528.8632
Russ Wagner
Investment Adviser Representative
111 NW 2nd, Suite 200, Stuart, IA 50250
515.745.3720
KC Wingert, RICP®
Investment Adviser Representative
7177 Hickman Road, Suite 4
Urbandale, IA 50322
Urbandale, IA 50322
(515) 274-9190
Michael Berlau
Investment Adviser Representative
11237 Nall Ave., Suite 100
Leawood, Kansas 66211
Leawood, Kansas 66211
913 638-9260
John Lawrence
Investment Adviser Representative
111 Oak Street
Bonner Springs, KS 66012
Bonner Springs, KS 66012
913-645-4820
John Link, CLU®, ChFC®, RICP
Investment Adviser Representative
7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
Overland Park, KS 66210
913-317-1537
M. Scott Norris
Investment Adviser Representative
7300 W 110th St., Suite 700
Overland Park, KS 66210
Overland Park, KS 66210
913.627.9447
Jim Clifford
Investment Adviser Representative
165 State Street, Brewer, Maine 04412
400 N. Hwy, A1A, No. 53, Jupiter, Florida 33477
400 N. Hwy, A1A, No. 53, Jupiter, Florida 33477
207.356.4178
Barth Frankenberry Jr, LUTCF
Investment Adviser Representative
1254 Vocke Rd STE A
LaVale, MD 21502
LaVale, MD 21502
240.920.3470
David Latch, CFP®
Investment Adviser Representative
Frederick, MD 21702
301.662.6126
M. Scott Norris
Investment Adviser Representative
7300 W 110th St., Suite 700
Overland Park, KS 66210
Overland Park, KS 66210
913.627.9447
Todd M. Ehret
Investment Adviser Representative
1403 15th Ave NW
Austin, MN 55912
Austin, MN 55912
507.433.3353
Gabe Fransen
Investment Adviser Representative
10740 185th cir NW
Elk River, MN 55330
Elk River, MN 55330
320.319.0582
Brad Gerberding
Investment Adviser Representative
9040 Quaday Ave NE, Suite 205
Otsego, MN 55330
Otsego, MN 55330
763.241.8197
Greg Rieckhoff, LUTC
Investment Adviser Representative
13951 West Preserve Blvd, Suite 101
Burnsville, MN 55337
Burnsville, MN 55337
952-855-1198
Brian Neff
Investment Adviser Representative
5027 Cardinal Ct.
Little Elm, TX 75068
Little Elm, TX 75068
330.418.3181
Hunter Von Unschuld, JD, CEBS
Investment Adviser Representative
4801 Lang Ave NE, STE 110
Albuquerque NM 87109
Albuquerque NM 87109
505.301.7960
Sean Clark, MBA, MRFC, CFEI
Investment Adviser Representative
321 N FRONT ST
SUITE C
WILMINGTON NC 28401
SUITE C
WILMINGTON NC 28401
717.324.6147
Tom Corbett
Investment Adviser Representative
2011 Winter Street
Charlotte, NC 28205
Charlotte, NC 28205
704-469-2714
Scott Heather
Investment Adviser Representative
4450 Belden Village St NW, STE 206
Canton, OH 44718
Canton, OH 44718
330.348.5000
Kimball Kistler
Investment Adviser Representative
5400 Charleston Rd.
Newton Falls, OH 44444
Newton Falls, OH 44444
330.872.0036
Brian Neff
Investment Adviser Representative
5027 Cardinal Ct.
Little Elm, TX 75068
Little Elm, TX 75068
330.418.3181
Richard "Dick" Nester
Investment Adviser Representative
500 W. Turkeyfoot Lake Rd.
New Franklin, OH 44319
New Franklin, OH 44319
330.899.0810
Ben Nienberg, CLU, ChFC
Investment Adviser Representative
130 Washington St., P. O. Box 130, Glandorf, OH 45848
419-538-6824
Briley Baca, CFP®
Investment Adviser Representative
110 S. 13th St. Clinton, OK 73601
580.323.6800
Bryan Baca
Investment Adviser Representative
110 S. 13th Street
Clinton, OK 73601
Clinton, OK 73601
580-323-6800
Robert Norris
Investment Adviser Representative
2 South Vann St.
Pryor, OK 74361
Pryor, OK 74361
918.530.1529
Sean Clark, MBA, MRFC, CFEI
Investment Adviser Representative
321 N FRONT ST
SUITE C
WILMINGTON NC 28401
SUITE C
WILMINGTON NC 28401
717.324.6147
Owen Edwards, Certified Financial Fiduciary®
Investment Adviser Representative
1418 Main Street, Suite 105
Peckville, PA 18452
Peckville, PA 18452
570.383.0515
Keith Hawk, AAMS®
Investment Adviser Representative
101 Larry Holmes Drive, Suite 312
Easton, PA 18042
Easton, PA 18042
(610) 500-5000
Michael K. Budnick
Investment Adviser Representative
106 S. Harris St. Ste. 236, Round Rock, TX 78664
2600 W. Olive Ave. 5th Floor, Burbank, CA 91505
2600 W. Olive Ave. 5th Floor, Burbank, CA 91505
Briley Baca, CFP®
Investment Adviser Representative
110 S. 13th St. Clinton, OK 73601
580.323.6800
Bryan Baca
Investment Adviser Representative
110 S. 13th Street
Clinton, OK 73601
Clinton, OK 73601
580-323-6800
Michael Berlau
Investment Adviser Representative
11237 Nall Ave., Suite 100
Leawood, Kansas 66211
Leawood, Kansas 66211
913 638-9260
Michael K. Budnick
Investment Adviser Representative
106 S. Harris St. Ste. 236, Round Rock, TX 78664
2600 W. Olive Ave. 5th Floor, Burbank, CA 91505
2600 W. Olive Ave. 5th Floor, Burbank, CA 91505
Craig Cassidy
Investment Adviser Representative
38908 Desert Greens Dr. E
1760-766-0700
Owen Edwards, Certified Financial Fiduciary®
Investment Adviser Representative
1418 Main Street, Suite 105
Peckville, PA 18452
Peckville, PA 18452
570.383.0515
Paul Fokken
Investment Adviser Representative
231 W. Main Street
Suite 102
Cherokee, IA 51012
Suite 102
Cherokee, IA 51012
712-321-3272
Aaron Hawks, CFE Certified Financial Educator®
Investment Adviser Representative
1370 NW 114th Street, Suite 204
Clive, IA 50325
Clive, IA 50325
515-422-9021
Neil Higger
Investment Adviser Representative
10055 Slater Avenue, Suite 260
Fountain Valley, CA 92708
Fountain Valley, CA 92708
714.803.0333
Jo-Ann Holst, CFP®
Investment Adviser Representative
550 South Wadsworth Blvd. #401
Lakewood, CO 80226
Lakewood, CO 80226
720.287.5880
Matthew Jackson
Investment Adviser Representative
375 E Horsetooth Road #2-202
Fort Collins, CO 80525
Fort Collins, CO 80525
970.229.1616
David Latch, CFP®
Investment Adviser Representative
Frederick, MD 21702
301.662.6126
John Link, CLU®, ChFC®, RICP
Investment Adviser Representative
7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
Overland Park, KS 66210
913-317-1537
David Martin, CFP
Investment Adviser Representative
1086 Elm Street, Suite 102
Rocky Hill, CT 06067
Rocky Hill, CT 06067
(860)721-6110
Lincoln E. McRae, IV
Investment Adviser Representative
7400 Baymeadows Way Ste 106
Jacksonville, FL 32256-6829
Jacksonville, FL 32256-6829
904.683-3236
Brian Neff
Investment Adviser Representative
5027 Cardinal Ct.
Little Elm, TX 75068
Little Elm, TX 75068
330.418.3181
Richard "Dick" Nester
Investment Adviser Representative
500 W. Turkeyfoot Lake Rd.
New Franklin, OH 44319
New Franklin, OH 44319
330.899.0810
Alan Olson
Investment Adviser Representative
16850 Saturn Ln, Ste 100
Houston, Texas 77058
Houston, Texas 77058
281.967.6069
Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
The Villages, FL 32159
352.751.4590
Andres Rodriguez
Investment Adviser Representative
6427 Fairmont Parkway, Pasadena TX 77505 Suite 101
281-206-0066
John Stephens, CPA
Investment Adviser Representative
1529 Bethlehem Rd.
Allen, TX 75002
Allen, TX 75002
214.288.5018
David Templeton, RFC
Investment Adviser Representative
24 Chicot Drive
Maumelle, AR 72113
Maumelle, AR 72113
501.803.0271
Hunter Von Unschuld, JD, CEBS
Investment Adviser Representative
4801 Lang Ave NE, STE 110
Albuquerque NM 87109
Albuquerque NM 87109
505.301.7960
Russ Wagner
Investment Adviser Representative
111 NW 2nd, Suite 200, Stuart, IA 50250
515.745.3720
Shelli Richardson
Investment Adviser Representative
3311 Old Forest Rd, Suite 102
Lynchburg, VA 24501
Lynchburg, VA 24501
434.665.2156
Reese Smith
Investment Adviser Representative
90 Emerald Heights Dr
Fishersville, VA 22939
Fishersville, VA 22939
John Thoma
Investment Adviser Representative
9701 Gayton Road Ste. 9
Richmond, VA 23238
Richmond, VA 23238
804.562.7209
Rick Anderson
Investment Adviser Representative
2425 N Trumpeter Dr
Mount Vernon, WA 98273
Mount Vernon, WA 98273
360.391.3279
Harlan Hogrefe
Investment Adviser Representative
220 Second Ave. North
Onalaska, WI 54650
Onalaska, WI 54650
608.498.1831
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.