Greetings! Thanks for stopping by the Sorum Financial website! My name is Nathan Sorum, and I am the owner of Sorum Financial, offering financial planning, investment advice, retirement strategies, insurance consulting and tax preparation. My goal is to give understandable, trusted advice through integrity, wisdom and independence, with customized strategies that help you reach your vision of the future. This is backed by 19 years of helping clients and graduate and post-graduate financial education. If you are an existing client, welcome back! Please click on the News & Events link to the right for all updates or the Documents & Website link to search for a document or website link. Otherwise, please browse around if you wish to learn more about me and the services I offer, or click here to download my brochure in .pdf format. All of my contact information is listed on this page, so please feel free to contact me with any questions. If you would like a complimentary, no-obligation consultation to see how I might be of service to you, just let me know. Thank you for your time and consideration! -Nathan
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About Us
January 28, 2012 @ 07:42 PM
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*Securities offered through SagePoint Financial, Inc., member FINRA/SIPC. Investment advisory services offered through Sorum Financial Services, Inc., a registered investment advisor not affiliated with SagePoint Financial, Inc.
Nathan Sorum is securities- licensed/registered to do business with U.S. residents in the states of: OH, IN, MI, MN, WA, IL, SC, NY, FL. Insurance licenses are held in: OH, IN, WA, NY. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
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