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Sharon L. Case

Some features on this profile are disabled
CRD#: 4161174
SC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sharon Louise Case, who also goes by Sharon Case Mceldowney, was a registered financial professional .

Sharon is a previously registered financial professional and started their career in finance in 2000. Sharon had worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Sharon Case Mceldowney

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 27, 2015 - September 17, 2025

ADVISORY ALPHA, LLC

RIA
CRD#: 158282
Estero, FL
Past

January 9, 2012 - January 21, 2015

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
WESTMONT, IL
Past

January 9, 2012 - January 21, 2015

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
WESTMONT, IL
Past

September 2, 2008 - January 4, 2012

EDWARD JONES

RIA
CRD#: 250
HOMEWOOD, IL
Past

September 2, 2008 - January 4, 2012

EDWARD JONES

BD
CRD#: 250
HOMEWOOD, IL
Past

June 1, 2007 - September 5, 2008

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
FLOSSMOOR, IL
Past

April 13, 2007 - September 5, 2008

SECURITIES AMERICA, INC.

BD
CRD#: 10205
FLOSSMOOR, IL
Past

October 21, 2005 - March 9, 2007

U.S. BANCORP INVESTMENTS, INC.

RIA
CRD#: 17868
PARK FOREST, IL
Past

June 6, 2005 - March 9, 2007

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
PARK FOREST, IL
Past

September 17, 2004 - June 7, 2005

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
DULUTH, GA
Past

September 30, 2003 - August 27, 2004

HARRISDIRECT LLC

RIA
CRD#: 42159
ORLAND PARK, IL
Past

September 30, 2003 - August 27, 2004

HARRISDIRECT LLC

BD
CRD#: 42159
JERSEY CITY, NJ
Past

January 26, 2001 - May 22, 2003

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
FLOSSMOOR, IL
Past

April 24, 2000 - May 22, 2003

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA
Registered Investment Advisory firm - (6/14/2011 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 5/12/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/27/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/21/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/20/2000
General Securities Representative Examination

Current Firm

AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499

RIA
Registered Investment Advisory firm - (6/14/2011 Approved)
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Contact information

Main Address
348 S Waverly Rd Suite 100, Holland, MI 49423
Mailing Address
Phone number
(866) 530-1400
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (48 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADVISORY ALPHA, LLC ADV PART 2A (4/24/2025)

Regulatory assets under management

Total Number of Accounts22,480
AUM (Assets Under Management)$ 3,468,083,482

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.

Company Information

ADVISORY ALPHA, LLC

CRD#: 158282

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