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STERLING FINANCIAL ADVISORS, LLC
CRD 107783 · SEC 801-126400
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $28.7M |
| High net worth individuals | 51 | $97.4M |
States served
IA, MN, NE
All web addresses on file
Official SEC filing: View on IAPD