Joseph McAllister, financial advisor Champaign IL

Joseph McAllister

CRD Number: 7044509
Current Firm: Sterling Wealth Management, Inc.

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.

Similar Advisors
Stephanie Abernathy, financial advisor Champaign IL
Stephanie J. Abernathy
CRD# 4204391
Northwestern Mutual Investment Services,llc
Similar Advisors
Theresa Adams, financial advisor Champaign IL
Theresa L. Adams
CRD# 2667464
Northwestern Mutual Investment Services,llc
Similar Advisors
Pamela Adkins, financial advisor Champaign IL
Pamela S. Adkins
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
Contact Info for Joseph McAllister
Phone Number: 217-398-1900
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.