Profile Image

Nathan Sorum

CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 CASL® i
Chartered Advisor in Senior Living® :

Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

Professional Profile

About me (self-reported)

Please visit our website at www.sorumfinancial.com to learn more about who we are, what we do for our clients, and the core values that drive our purpose. Thank you!

Office Location 2259 N State Route 48

Lebanon, OH 45036

View on Google Maps

My Expertise Philanthropic & Estate Planning, Retirement Income Planning, Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management, Life Insurance & Risk Management Designations Held
CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 CASL® i
Chartered Advisor in Senior Living® :

Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Minimum Assets Less than $50,000 Minimum Income less than $50K Languages Spoken (self-reported) English

Contact Nathan

Send Nathan a Direct Message

I agree to the terms of use.
Is this you? Update your profile.

Disclosures

‘Your Advisor Guide’ information about professionals on this site is a resource presented to help you understand the educational qualifications and background of our designee holders and to verify designations and educational requirements. It also serves as a resource for professionals to self-report and showcase their credentials and expertise. It is not a recommendation to engage their services.

The American College of Financial Services (“The College”) is not responsible for and cannot verify information from sources other than The College. The accuracy and completeness of the information in ‘Your Advisor Guide’ or on this website is only as reliable as the information that is self-reported to The College. The content on this website is provided for informational purposes only.  

What The College verifies when you use ‘Your Advisor Guide’:

• The professional is a College designee holder in good standing
• The professional listed as a College designee holder has met the educational requirements for the designation listed, including successfully passing individual courses and/or exams to provide knowledge retention and understanding
• The professional is up to date on current College designation continuing education

Please be aware that The College does not:

• Verify the accuracy or completeness of information self-reported by the professional
• Endorse or recommend any specific professional or firm
• Guarantee the suitability of any professional or firm for your specific financial needs
• Verify any past regulatory, criminal, or disciplinary actions on a professional’s record or on a firm. A FINRA BrokerCheck link is prominently displayed below a professional’s contact information. You can thoroughly search an advisor’s regulatory history on that site.

Users of The College’s ‘Your Advisor Guide’ are solely responsible for:

• Independently verifying the credentials and qualifications of any professional or firm listed
• Conducting their own due diligence and their decisions relating to the selection of a specific professional or firm