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 8 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 9 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 9 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 22 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 11 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 7 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 3 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 over 2 years 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 over 2 years 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 26 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.