SJOSTROM FINANCIAL PLANNING INC.

SJOSTROM FINANCIAL PLANNING INC. is an SEC-registered investment adviser (CRD 123607). Regulatory assets under management: $12.3M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 123607
• Type: Registered investment adviser
• Phone: 708-445-3732
• Latest filing: 2018-01-12
• Regulatory AUM: $12.3M
• Discretionary AUM: $12.3M
• Accounts: 42

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123607 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search