Sterling Financial Advisors, LLC

Sterling Financial Advisors, LLC (CRD# 107783) is a financial advisory firm headquartered in Omaha, NE. They manage $29,327,392 in 191 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3838 Davenport St., Omaha, NE 68131
http://www.sfa.us.com
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $153,547
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
  • Security ratings or pricing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NE

Financial Advisors at Sterling Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mary Jochim, financial advisor Omaha NE
Mary H. Jochim
CRD#: 862780
3838 Davenport St., Omaha, NE 68131
83
Wealthminder
score

Mary Jochim (CRD# 862780) is an Investment Advisor Representative working at Sterling Financial Advisors, LLC in Omaha, NE and has over 37 years of experience in the finance industry.

2
John Dee, financial advisor Omaha NE
John R. Dee
CRD#: 6109436
3838 Davenport St., Omaha, NE 68131
78
Wealthminder
score

John Dee (CRD# 6109436) is an Investment Advisor Representative working at Sterling Financial Advisors, LLC in Omaha, NE and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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