Sharon C. Allen

STERLING WEALTH MANAGEMENT

Champaign, IL 61820

CRD#: 4832427

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Professional summary

Sharon Christine Allen, CFP®, who also goes by Sharon C Allen, Sharon C Kowalewski, is a registered financial advisor currently at STERLING WEALTH MANAGEMENT, INC. located in Champaign, Illinois.

Sharon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Sharon has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sharon C Allen | Sharon C Kowalewski

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 Sharon Christine Allen'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: 2003

Experience

Current

August 27, 2004 - Present

STERLING WEALTH MANAGEMENT, INC.

Office #1: 301 N. Neil Street, Suite 203, Champaign, IL 61820

RIA

CRD#: 131304

Champaign, IL

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".

STERLING WEALTH MANAGEMENT, INC.

STERLING FINANCIAL, INC | STERLING WEALTH MANAGEMENT, INC.

CRD#: 131304 / SEC#: 801-112948

RIA

Registered Investment Advisory firm - (4/26/2018 Approved)

Illinois

Registered Investment Advisory firm - (4/30/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/4/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Illinois
(8/27/2004)

IAR

Texas
(7/16/2014)

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

Current Firm

STERLING WEALTH MANAGEMENT, INC.

STERLING FINANCIAL, INC | STERLING WEALTH MANAGEMENT, INC.

CRD#: 131304 / SEC#: 801-112948

RIA

Registered Investment Advisory firm - (4/26/2018 Approved)

Illinois

Registered Investment Advisory firm - (4/30/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/4/2018 Terminated)

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Contact information

Main Address

301 N. Neil Street, Suite 203, Champaign, IL 61820

Mailing Address

Phone number

(217) 398-1900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SWM ADV 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	724
AUM (Assets Under Management)	$ 429,136,174

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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Sharon C. Allen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharon Christine Allen's CRS (Customer Relationship Summary).

Certified licenses

Experience

STERLING WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

STERLING WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Current Firm

STERLING WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STERLING WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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