SA
Sharon C. Allen
STERLING WEALTH MANAGEMENT
Champaign, IL 61820
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CRD#: 4832427
SA
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.
09/2007-PRESENT: BOARD MEMBER, UNIVERSITY OF ILLINOIS EMPLOYEES CREDIT UNION (UIECU), 2201 S. FIRST STREET, CHAMPAIGN, IL, 61820. NON-INVESTED RELATED. UIECU IS A STATE CHARTED CREDIT UNION; 5 HOURS/MONTH SPENT IN TOTAL, 1-2 HOURS/MONTH DURING SECURITIES TRADING HOURS.Volunteer community board member (former chair)
// 08/2012-PRESENT: LECTURER, UNIVERSITY OF ILLINOIS, URBANA, IL, 61801; Non-Investment Related INSTRUCTOR OF COURSES WITHIN THE CERTIFIED FINANCIAL PLANNING (R) CURRICULUM; APPROXIMATELY 30 HOURS/MONTH TOTAL OVER 9 MONTHS, GENERALLY DURING TRADING HOURS. Develop lectures, projects, exams and teach courses in the financial planning program at the University of Illinois at Urbana-Champaign. Currently, teaching the Financial Planning Capstone Case Studies class, Advanced Financial Planning, and Contemporary Issues in Financial Planning. Occasionally I will have a class period scheduled during trading hours, but the majority of time spent is on personal time.
// 2008 - PRESENT: MEMBER AND SECRETARY - FAMILY WEALTH ADVISOR'S COUNCIL, NATIONAL STUDY GROUP COMPRISED OF FEE-ONLY FINANCIAL ADVISORS ACROSS THE UNITED STATES; NO PHYSICAL ADDRESS; 4-5 HOURS/MONTH ON AVERAGE OVER THE COURSE OF THE YEAR, 3-4 OF THOSE HOURS DURING SECURITIES TRADING HOURS.
// OTHER COMMUNITY INVOLVEMENT:
// 2007-PRESENT: INVESTMENT COMMITTEE - PRESENCE COVENANT MEDICAL CENTER FOUNDATION,1400 W. PARK STREET, URBANA, IL; THIS FOUNDATION MANAGES/OVERSEES THE ENDOWMENT FUNDS FOR PRESENCE COVENANT MEDICAL CENTER, A NON-PROFIT MEDICAL FACILITY IN URBANA, IL; 0.5 HOURS/MONTH ON AVERAGE OVER THE COURSE OF THE YEAR, 0.5 OF THOSE HOURS ARE DURING SECURITIES TRADING HOURS.
// 2014-PRESENT: FINANCE COMMITTEE - UNITED WAY OF CHAMPAIGN COUNTY,404 W. CHURCH STREET, CHAMPAIGN, IL; UNITED WAY OF CHAMPAIGN COUNTY IS A LOCAL NON-PROFIT PROVIDING RESOURCES TO THOSE IN NEED IN CHAMPAIGN COUNTY; 1 HOURS/MONTH ON AVERAGE OVER THE COURSE OF THE YEAR, 0 OF THOSE HOURS ARE DURING SECURITIES TRADING HOURS.
// 2012-PRESENT: BOARD OF DIRECTORS - EASTERN ILLINOIS ESTATE PLANNING COUNCIL, NO PHYSICAL ADDRESS; STUDY GROUP FOR ESTATE PLANNING PROFESSIONALS IN CENTRAL ILLINOIS; 0.25 HOURS/MONTH ON AVERAGE OVER THE COURSE OF THE YEAR, 0.15 OF THOSE HOURS ON AVERAGE ARE DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Sharon Christine Allen's 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®
Start date: 2003
Experience
Current
August 27, 2004 - Present
STERLING WEALTH MANAGEMENT, INC.
Office #1: 301 N. Neil Street, Suite 203, Champaign, IL 61820RIA
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".
SW
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)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)
Exams
Current Firm
SW
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)Upgrade to AdvisorCheck Premium
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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
10
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 724 |
| AUM (Assets Under Management) | $ 429,136,174 |
Red Flags
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