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
Sterling Financial Advisors, LLC
By the Numbers
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Total Assets Under Management34MILLION
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Total Number of Accounts194ACCOUNTS
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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

Registered Investment Advisor
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
1
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 (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.
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