Sterling Louviere, financial advisor Overland Park KS

Sterling Louviere

CRD Number: 2021328
Current Firm: Cabin Advisors, LLC

Sterling Louviere (CRD# 2021328) is an Investment Advisor Representative working at Cabin Advisors, LLC in Overland Park, KS and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Cabin Advisors LLC Overland Park, KS Oct 2022 - Current 1
Cabin Securities, Inc. Overland Park, KS Nov 2017 - Current 6
Claraphi Advisory Network, LLC Laguna Hills, CA Nov 2017 - Dec 2022 5
Newbridge Securities Pasadena, CA Aug 2014 - Oct 2017 3
First Allied Advisory Services, Inc. Pasadena, CA Feb 2013 - Aug 2014 1
First Allied Securities San Diego, CA Jun 2004 - Aug 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1991
S65 NASAA Investment Advisors Law Examination Jan 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Sterling V. Louviere
Phone Number: 913-933-3351
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    73
    MILLIONS
  • Total Number of Accounts
    338
    ACCOUNTS
  • Average Account Value
    $215,282
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, IN, KS, TN

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