Sterling Financial Advisors, LLC

Sterling Financial Advisors, LLC (CRD# 107783) is a financial advisory firm headquartered in Omaha, NE. They manage $34,162,395 in 194 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1012 Douglas On The Mall, Suite 504, Omaha, NE 68102
http://www.sfa.us.com
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $176,095
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.

MN, 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
1012 Douglas On The Mall, Suite 504, Omaha, NE 68102
83
Wealthminder
score

Mary Jochim (CRD# 862780) is an Investment Advisor Representative working at Sterling Financial Advisors, LLC in Omaha, NE and has over 38 years of experience in the finance industry.

2
John Dee, financial advisor Omaha NE
John R. Dee
CRD#: 6109436
1012 Douglas On The Mall, Suite 504, Omaha, NE 68102
78
Wealthminder
score

John Dee (CRD# 6109436) is an Investment Advisor Representative working at Sterling Financial Advisors, LLC in Omaha, NE and has over 5 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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