Steven Landis, CFP®
Worthington, Ohio, 43085
Member Since 2004
Our mission is to help our clients achieve their personal and financial goals through comprehensive financial planning and professional asset management. We believe this can be best accomplished by our commitment to:
1. Service excellence;
2. Independence from relationships that might compromise our clients\' best interests;
3. High ethical and professional standards;
4. Long-term client relationships;
5. Fee-only financial planning and investment management;
6. Focus on risk control.
My Location
Background Information
Years of Financial Experience
- 28
Education
- Ohio University (B.S.)
- University of Cincinnati (M.S.)
Certifications and Designations
- CFP®
Association Memberships
- National Association of Active Investment Managers
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Trust Company of America
- Millennium Trust Company
Types of Financial Reports
- Market Environment Report (Monthly)
- Custodial Report (Quarterly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them semi-annually and upon request
- I review my clients' investment portfolios with them semi-annually and upon request
Registration & Licensing
- CRD/IARD Number: 120875
- Securities Registrations: Exempt due to CFP credentials
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Sojourn Financial Strategies, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Tax
Investment Services
- Strategy Development, Asset allocation
Investment Products
- None
Insurance Products
- None
Visit Website - http://www.SojournFS.com
