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Sharon Christine Allen

STERLING WEALTH MANAGEMENT, INC.·CHAMPAIGN, Illinois
Clean recordSTERLING WEALTH MANAGEMENT, INC.
301 N. NEIL STREET, SUITE 203, CHAMPAIGN, IL 61820CRD# 4832427Firm CRD# 131304

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sharon Christine Allen · CHAMPAIGN, IL
Registration
CRD #4832427 · STERLING WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sharon Christine Allen is a registered financial advisor based in CHAMPAIGN, Illinois, affiliated with STERLING WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STERLING WEALTH MANAGEMENT, INC.
STERLING WEALTH MANAGEMENT, INC.
AUM
$361M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at STERLING WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4832427
Firm CRD# 131304
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sharon Christine Allen offer?
Sharon Christine Allen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHAMPAIGN, Illinois for a consultation.
What are Sharon Christine Allen's credentials?
Sharon Christine Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sharon Christine Allen located?
Sharon Christine Allen is based in CHAMPAIGN, Illinois, working with STERLING WEALTH MANAGEMENT, INC.. Their office serves clients in the CHAMPAIGN metropolitan area and surrounding communities.
How does Sharon Christine Allen charge for services?
Sharon Christine Allen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STERLING WEALTH MANAGEMENT, INC.?
STERLING WEALTH MANAGEMENT, INC. has approximately 10 employees and manages $361M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STERLING WEALTH MANAGEMENT, INC.

Martin P. Allen
CHAMPAIGN, IL

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