CRD: 107783
Sterling Financial Advisors, LLC
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-13-1999
- Office Locations
- 1
Office Locations
About Sterling Financial Advisors, LLC
Sterling Financial Advisors, LLC is an Omaha-based advisory firm on the Raymond James platform providing personalized financial planning and investment management for business owners, corporate executives, retirees, families, and sudden-wealth situations. The team emphasizes objective, consultative advice with asset allocation and portfolio construction using ETFs, mutual funds, and fixed income, with access to alternative and insurance solutions as appropriate.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARY H JOCHIM
President
- CRD
- #862780
- Ownership
- 75% or more
JOSEPH BAYLESS
Chief Compliance Officer
- CRD
- #1584624
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MICHAEL JOHN BUTKUS
--
- CRD
- #1155737
JOHN RUSSELL DEE
Chief Investment Officer
- CRD
- #6109436
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,584,030 | $454,345 |
| Non-Discretionary | $26,012,368 | $433,539 |
| Total | $144,596,398 | $450,456 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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