Sterling Wealth Management, Inc.

Sterling Wealth Management, Inc. (CRD# 131304) is a financial advisory firm headquartered in Champaign, IL. They manage $102,700,000 in 257 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $399,611
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Other
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.

IL, TX

Financial Advisors at Sterling Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Raymon M. Brown
CRD#: 2403010
301 N. Neil Street, Suite 203, Champaign, IL 61820
96
Wealthminder
score

Raymon Brown (CRD# 2403010) is an Investment Advisor Representative working at Sterling Wealth Management, Inc. in Champaign, IL and has over 23 years of experience in the finance industry. Raymon Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sharon C. Allen
CRD#: 4832427
Champaign, IL
90
Wealthminder
score

Sharon Allen (CRD# 4832427) is an Investment Advisor Representative working at Sterling Wealth Management, Inc. in Champaign, IL and has 1 year of experience in the finance industry. Sharon Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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