STERLING FINANCIAL ADVISORS, LLC

STERLING FINANCIAL ADVISORS, LLC of OMAHA, NE is an SEC-registered investment adviser (CRD 107783). Regulatory assets under management: $144.6M. This firm reports disciplinary history on Form ADV.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pensions.

Officers, owners & control persons (4)

NameRoleLocation
Mary H JochimPRESIDENT
Joseph BaylessCHIEF COMPLIANCE OFFICER
JOCHIM MARY HPRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER
BAYLESS JOSEPHCHIEF COMPLIANCE OFFICER

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