Sharlee L. Cretors

ADVISORY SOLUTIONS GROUP

SCOTTSDALE, AZ 85260

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CRD#: 1705242

Professional summary

Sharlee Lorene Cretors, CFP®, who also goes by Sharlee Lorene Bales, is a registered financial advisor currently at ADVISORY SOLUTIONS GROUP located in Scottsdale, Arizona.

Sharlee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Sharlee has worked at 8 firms and has passed the Series 63, Series 7 and Series 8 exams.

At a Glance

Always Fiduciary

Aliases

Sharlee Lorene Bales

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharlee Lorene Cretors's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

July 1, 2026 - Present

ADVISORY SOLUTIONS GROUP

Office #1: 9375 E Shea Blvd Suite 280, Scottsdale, AZ 85260

RIA

CRD#: 339919

SCOTTSDALE, AZ

Past

May 25, 2023 - July 2, 2026

AVIOR WEALTH MANAGEMENT, LLC

RIA

CRD#: 148674

SCOTTSDALE, AZ

Past

June 18, 2012 - November 20, 2012

TIGER EYE FINANCIAL LLC

RIA

CRD#: 162597

SCOTTSDALE, AZ

Past

May 12, 2005 - March 15, 2023

S.C. FINANCIAL SERVICES, INC.

RIA

CRD#: 127012

SCOTTSDALE, AZ

Past

July 30, 2004 - May 2, 2005

ZIONS CAPITAL ADVISORS, INC.

RIA

CRD#: 131308

SCOTTSDALE, AZ

Past

June 17, 2003 - August 5, 2003

ROWLAND CARMICHAEL ADVISORS INC

RIA

CRD#: 105766

SCOTTSDALE, AZ

Past

June 16, 2003 - July 13, 2004

S.C. FINANCIAL SERVICES, INC.

RIA

CRD#: 127012

SCOTTSDALE, AZ

Past

February 7, 1989 - December 31, 2002

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

August 20, 1987 - July 11, 1988

HALL & COMPANY INCORPORATED

CRD#: 13711

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(7/1/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/14/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/15/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 1/15/1990

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

ADVISORY SOLUTIONS GROUP

ADVISORY SOLUTIONS GROUP | ADVISORY SOLUTIONS GROUP, LLC

CRD#: 339919 / SEC#: 801-135130

RIA

Registered Investment Advisory firm - (1/8/2026 120-Day Approval)

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Contact information

Main Address

505 N Hwy 169, Plymouth, MN 55441

Mailing Address

Phone number

(763) 417-1700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADVISORY SOLUTIONS GROUP, LLC ADV 2A BROCHURE 12.09.2025 (12/9/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Sharlee L. Cretors

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharlee Lorene Cretors's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVIOR WEALTH MANAGEMENT, LLC

TIGER EYE FINANCIAL LLC

S.C. FINANCIAL SERVICES, INC.

ZIONS CAPITAL ADVISORS, INC.

ROWLAND CARMICHAEL ADVISORS INC

S.C. FINANCIAL SERVICES, INC.

CHARLES SCHWAB & CO., INC.

HALL & COMPANY INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 2/14/1989

Series 7

Date: 8/15/1987

Series 8

Date: 1/15/1990

Current Firm

ADVISORY SOLUTIONS GROUP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ADVISORY SOLUTIONS GROUP

TRUST BUT VERIFY

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