Sorum Financial (CRD# 123744) is a financial advisory firm headquartered in , . They manage $14,118,262 in 87 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts87ACCOUNTS
Average Account Value$162,279
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nathan Sorum (CRD# 2200176) is an Investment Advisor Representative working at Sorum Financial in Lebanon, OH and has over 25 years of experience in the finance industry. Nathan Sorum 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.