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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Market timing services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Sojourn Financial Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
Steven D. Landis
CRD#: 1126912
Pleasantville, OH

Steven Landis (CRD# 1126912) is an Investment Advisor Representative working at Sojourn Financial Strategies, LLC in Pleasantville, OH and has over 18 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.

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