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).

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 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 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.

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