Sorum Financial

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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $162,279
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
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.

OH

Financial Advisors at Sorum Financial
Showing 1 - 1 of 1 top financial advisors.
1
Nathan E. Sorum
CRD#: 2200176
Lebanon, OH
96
Wealthminder
score

Nathan Sorum (CRD# 2200176) is an Investment Advisor Representative working at Sorum Financial in Lebanon, OH and has over 24 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.

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