Matthew Joseph Hannum
Investment adviser representative at Sterling Financial Planning Inc
23 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$760.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Sterling Financial Planning IncApr 2004 to now
- Sterling FinancialJan 2003 to now
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Sterling Financial Planning Inc
$760.8MAssets managed
578Clients
8Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4648935
- Firm CRD
- 108664