Sjostrom Financial Planning Inc.

Overview

Sjostrom Financial Planning Inc. operates as an independent registered investment advisor, focusing primarily on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a corporation and is owned by an individual. It engages in various advisory activities, including pension consulting services and educational seminars. While the firm does not actively pursue ESG investments, it does maintain a diverse client base, primarily consisting of individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices