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Sharon Christine Allen

STERLING WEALTH MANAGEMENT, INC.·CHAMPAIGN, Illinois
Clean record21 years registeredSTERLING 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. · 21 years registered
Brand Profile
Not yet started
01

Career History

STERLING WEALTH MANAGEMENT, INC.
Aug 2004 – present
02

Registrations & Exams

Registration record
First registered · August 27, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STERLING WEALTH MANAGEMENT, INC.
CRD 131304 · SEC 801-112948
AUM
$361M
Regulatory assets under management
Employees
10
203 client accounts
Services offered by STERLING WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STERLING WEALTH MANAGEMENT, INC. →
Introduction

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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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