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Matthew Joseph Hannum

STERLING FINANCIAL PLANNING INC·SPARTA, New Jersey
Clean recordSTERLING FINANCIAL PLANNING INC
60 BLUE HERON ROAD, SUITE 201, SPARTA, NJ 07871-2608CRD# 4648935Firm CRD# 108664

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Joseph Hannum · SPARTA, NJ
Registration
CRD #4648935 · STERLING FINANCIAL PLANNING INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Joseph Hannum is a registered financial advisor based in SPARTA, New Jersey, affiliated with STERLING FINANCIAL PLANNING INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STERLING FINANCIAL PLANNING INC
STERLING FINANCIAL PLANNING INC
AUM
$623M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at STERLING FINANCIAL PLANNING INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
Regulatory
SEC/IARD CRD# 4648935
Firm CRD# 108664
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Joseph Hannum offer?
Matthew Joseph Hannum specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPARTA, New Jersey for a consultation.
What are Matthew Joseph Hannum's credentials?
Matthew Joseph Hannum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Joseph Hannum located?
Matthew Joseph Hannum is based in SPARTA, New Jersey, working with STERLING FINANCIAL PLANNING INC. Their office serves clients in the SPARTA metropolitan area and surrounding communities.
How does Matthew Joseph Hannum charge for services?
Matthew Joseph Hannum's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan consulting -percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STERLING FINANCIAL PLANNING INC?
STERLING FINANCIAL PLANNING INC has approximately 8 employees and manages $623M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STERLING FINANCIAL PLANNING INC

Bruce Robert Tucker
SPARTA, NJ
Nicholas Anthony Nicolette
SPARTA, NJ
Glen Andrew Thomas
SPARTA, NJ
Stephen Walter Wescott
SPARTA, NJ
Ross David Weiner
SPARTA, NJ

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