Sterling Financial Advisors, LLC
Sterling Financial Advisors, LLC (CRD# 107783) is a financial advisory firm headquartered in , . They manage $123,223,210 in 357 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Sterling Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management123MILLION
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Total Number of Accounts357ACCOUNTS
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Average Account Value$345,163
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Security ratings or pricing services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA, MN, NE
Financial Advisors at Sterling Financial Advisors, LLC
1
John Dee (CRD# 6109436) is an Investment Advisor Representative working at Sterling Financial Advisors, LLC in Omaha, NE and has over 11 years of experience in the finance industry.
2
Mary Jochim (CRD# 862780) is an Investment Advisor Representative working at Sterling Financial Advisors, LLC in Omaha, NE and has over 44 years of experience in the finance industry.
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