Sterling Investment Advisor, Inc.

Sterling Investment Advisor, Inc. (CRD# 147357) is a financial advisory firm headquartered in Mesa, AZ. They manage $20,371,887 in 321 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    321
    ACCOUNTS
  • Average Account Value
    $63,464
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, NM

Financial Advisors at Sterling Investment Advisor, Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Jeffrey W. Freeman
CRD#: 5531594
2500 S Power Rd, Ste 217, Mesa, AZ 85209
93
Wealthminder
score

Jeffrey Freeman (CRD# 5531594) is an Investment Advisor Representative working at Sterling Investment Advisor, Inc. in Mesa, AZ and has over 7 years of experience in the finance industry.

2
Emily L. Millanes
CRD#: 4354459
2500 S Power Rd, Ste 217, Mesa, AZ 85209
93
Wealthminder
score

Emily Millanes (CRD# 4354459) is an Investment Advisor Representative working at Sterling Investment Advisor, Inc. in Mesa, AZ and has over 8 years of experience in the finance industry.

3
Kyle R. Sanders
CRD#: 4680173
2500 S Power Rd, Ste 217, Mesa, AZ 85209
93
Wealthminder
score

Kyle Sanders (CRD# 4680173) is an Investment Advisor Representative working at Sterling Investment Advisor, Inc. in Mesa, AZ and has over 8 years of experience in the finance industry.

4
Lance B. Vennard
CRD#: 2684293
2500 S Power Rd, Ste 217, Mesa, AZ 85209
93
Wealthminder
score

Lance Vennard (CRD# 2684293) is an Investment Advisor Representative working at Sterling Investment Advisor, Inc. in Mesa, AZ and has over 21 years of experience in the finance industry.

5
Luke T. Vennard
CRD#: 5071956
2500 S Power Rd, Ste 217, Mesa, AZ 85209
93
Wealthminder
score

Luke Vennard (CRD# 5071956) is an Investment Advisor Representative working at Sterling Investment Advisor, Inc. in Mesa, AZ and has over 10 years of experience in the finance industry.

6
Valerie J. Vennard
CRD#: 5796439
2500 S Power Rd, Ste 217, Mesa, AZ 85209
93
Wealthminder
score

Valerie Vennard (CRD# 5796439) is an Investment Advisor Representative working at Sterling Investment Advisor, Inc. in Mesa, AZ and has over 6 years of experience in the finance industry.

7
Scott T. Pabin
CRD#: 5888785
2500 S Power Rd, Ste 217, Mesa, AZ 85209
89
Wealthminder
score

Scott Pabin (CRD# 5888785) is an Investment Advisor Representative working at Sterling Investment Advisor, Inc. in Mesa, AZ and has over 2 years of experience in the finance industry.

8
Milovan S. Mancia
CRD#: 6232710
2500 S Power Rd, Ste 217, Mesa, AZ 85209
88
Wealthminder
score

Milovan Mancia (CRD# 6232710) is an Investment Advisor Representative working at Sterling Investment Advisor, Inc. in Mesa, AZ and has 1 year of experience in the finance industry.

9
Robert L. Kelley
CRD#: 6030517
2500 S Power Rd, Ste 217, Mesa, AZ 85209
87
Wealthminder
score

Robert Kelley (CRD# 6030517) is an Investment Advisor Representative working at Sterling Investment Advisor, Inc. in Mesa, AZ and has 1 year of experience in the finance industry.

10
William F. Tiller
CRD#: 2192431
2500 S Power Rd, Ste 217, Mesa, AZ 85209
83
Wealthminder
score

William Tiller (CRD# 2192431) is an Investment Advisor Representative working at Sterling Investment Advisor, Inc. in Mesa, AZ and has over 25 years of experience in the finance industry.

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