Joshua A. Kushner

STERLING WEALTH MANAGEMENT

Champaign, IL 61820

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CRD#: 6945085

Professional summary

Joshua Abraham Kushner, who also goes by Joshua A Kushner, is a registered financial advisor currently at STERLING WEALTH MANAGEMENT, INC. located in Champaign, Illinois.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joshua has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua A Kushner

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.

Business Ownership; We Vent It, LLC dba Outright Vending; Founder; Manager; ATM's & Pinball machine service and sales; Savoy, IL 61874; Not Investment Related; April 2017; 1-9 hours per month; o-hours during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Abraham Kushner'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®

None

Experience

Current

May 3, 2022 - Present

STERLING WEALTH MANAGEMENT, INC.

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

RIA

CRD#: 131304

Champaign, IL

Past

May 20, 2021 - March 29, 2022

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

CHAMPAIGN, IL

Past

May 20, 2021 - March 29, 2022

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

CHAMPAIGN, IL

Past

September 26, 2018 - May 12, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SAVOY, IL

Past

August 29, 2018 - May 12, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SAVOY, 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
(5/3/2022)

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

IAR

Series 66

Date: 9/26/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/29/2018

General Securities Representative Examination

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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Advisor Monitoring

Firm Stability Insights

Joshua A. Kushner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Abraham Kushner's CRS (Customer Relationship Summary).

Certified licenses

Experience

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

STERLING WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/26/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/29/2018

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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