Sterling Financial Advisors, LLC

Sterling Financial Advisors, LLC (CRD# 107783) is a financial advisory firm headquartered in , . They manage $123,223,210 in 357 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.sterlingfinancialworld.com
By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $345,163
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
  • Pension consulting services
  • Security ratings or pricing services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, MN, NE

Financial Advisors at Sterling Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John Dee, financial advisor Omaha NE
John R. Dee
CRD#: 6109436
Omaha, NE

John Dee (CRD# 6109436) is an Investment Advisor Representative working at Sterling Financial Advisors, LLC in Omaha, NE and has over 11 years of experience in the finance industry.

2
Mary Jochim, financial advisor Omaha NE
Mary H. Jochim
CRD#: 862780
Omaha, NE

Mary Jochim (CRD# 862780) is an Investment Advisor Representative working at Sterling Financial Advisors, LLC in Omaha, NE and has over 44 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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