Sojourn Financial Strategies, LLC
Sojourn Financial Strategies, LLC (CRD# 142670) is a financial advisory firm headquartered in Baltimore, OH. They manage $23,165,000 in 3 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts3ACCOUNTS
Average Account Value$7,721,667
- A percentage of assets under your management
- Portfolio management for businesses (other than small businesses) or institutional clients
- Market timing services
FL, OH, TX
Steven Landis (CRD# 1126912) is an Investment Advisor Representative working at Sojourn Financial Strategies, LLC in Pleasantville, OH and has over 19 years of experience in the finance industry. Steven Landis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.