Joseph McAllister (CRD# 7044509) is an Investment Advisor Representative working at Sterling Wealth Management, Inc. in Champaign, IL and has over 4 years of experience in the finance industry.
CRD# 4204391
Northwestern Mutual Investment Services,llc
CRD# 2667464
Northwestern Mutual Investment Services,llc
CRD# 5638945
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sterling Wealth Management, Inc. | Champaign, IL | Sep 2021 - Current | 2 |
| Hantz Financial Services | Ann Arbor, MI | Nov 2018 - Jul 2021 | 2 |
| Eastern Michigan University | Ypsilanti, MI | Sep 2017 - Aug 2019 | 1 |
| Olive Garden | Ann Arbor, MI | Mar 2018 - Oct 2018 | < 1 |
| Domino's Pizza | Ann Arbor, MI | Aug 2017 - Feb 2018 | < 1 |
| Early College Alliance | Ypsilanti, MI | Sep 2014 - Sep 2017 | 3 |
| Canton High School | Canton, MI | Sep 2013 - Apr 2017 | 3 |
| A&w | Bellville, MI | Apr 2015 - Sep 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- IL
-
Total Assets Under Management361MILLIONS
-
Total Number of Accounts203ACCOUNTS
-
Average Account Value$1,776,315
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, IL, MI, TX
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