Daly C. Andersson
STERLING WEALTH MANAGEMENT
Champaign, IL 61820
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CRD#: 5761631
Professional summary
Daly Christa Andersson, CFP®, who also goes by Daly Andersson, Daly Christa Stevens, Daly Stevens, is a registered financial advisor currently at STERLING WEALTH MANAGEMENT, INC. located in Champaign, Illinois.
Daly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Daly has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daly Andersson | Daly Christa Stevens | Daly Stevens
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.
(1) Name: University of Illinois; Position: Independent Contractor; Nature: I will be helping create a class in the Financial Planning department that focuses on challenges and opportunities that women face in their career and financial lives. The course is called Women, Money, and Power. It will be launched for the Spring 2022 semester. Topics covered in the course include issues that affect women in the workplace and how financial planning for women is different; Investment Related: No; Hours: 10; Securities Trading Hours: 0; Start Date: 11/01/2021; Address: 302c Mumford Hall 1301 W. Gregory, Urbana IL 61801, Additional Info: Description: I will be co-creating the course content, textbook, and will be a guest lecturer for one of the courses. (2) Name: Sterling Wealth Management Position: Employee Nature: Sterling Wealth Management is a fee-only Registered Investment Advisor (RIA) located in Champaign Illinois. They offer financial planning and investment management for their clients. Investment Related: Yes Hours: 160 Securities Trading Hours: 130 Start Date: 11/6/2023 Address: 301 N Neil St Suite 203, Champaign IL 61820, United States Description: I will be employed as a Wealth Advisor working directly with firm clients in preparing financial plans and implementing investment management.
CRS (Client Relationship Summary) - RIA
Click below to view Daly Christa Andersson'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: 2021
Experience
Current
November 7, 2023 - Present
STERLING WEALTH MANAGEMENT, INC.
Office #1: 301 N. Neil Street, Suite 203, Champaign, IL 61820RIA
CRD#: 131304
Champaign, IL
Past
November 13, 2023 - December 20, 2023
SANCTUARY ADVISORS, LLC
RIA
CRD#: 226606
Champaign, IL
Past
November 13, 2023 - December 20, 2023
SANCTUARY SECURITIES, INC.
BD
CRD#: 205
Champaign, IL
Past
May 7, 2021 - November 13, 2023
SANCTUARY ADVISORS, LLC
RIA
CRD#: 226606
Champaign, IL
Past
May 7, 2021 - November 13, 2023
SANCTUARY SECURITIES, INC.
BD
CRD#: 205
Champaign, IL
Past
August 15, 2011 - May 6, 2021
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
URBANA, IL
Past
August 24, 2010 - May 6, 2021
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
URBANA, 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(11/7/2023)
IAR
Texas(11/7/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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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Company Information
STERLING WEALTH MANAGEMENT, INC.
CRD#: 131304Champaign, IL 61820TRUST BUT VERIFY
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