Sjostrom Financial Planning Inc.

Sjostrom Financial Planning Inc. (CRD# 123607) is a financial advisory firm headquartered in , . They manage $12,350,000 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $294,048
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Sjostrom Financial Planning Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jerry Sjostrom, financial advisor Oak Park IL
Jerry M. Sjostrom
CRD#: 1907214
Oak Park, IL

Jerry Sjostrom (CRD# 1907214) is an Investment Advisor Representative working at Sjostrom Financial Planning Inc. in Oak Park, IL and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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