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STERLING FINANCIAL ADVISORS, LLC

CRD 107783 · SEC 801-126400

Visit website

IA, United States

Phone

402-970-9300

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$144.6M

Discretionary AUM

$118.6M

Team

4 total employees; 4 advisory reps; 3 broker-dealer reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-28

Disciplinary history

Yes

Services

Portfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals92$28.7M
High net worth individuals51$97.4M

States served

IA, MN, NE

All web addresses on file

Official SEC filing: View on IAPD