Seth
Elam

Sterling Wealth Management, Inc

CRD#7241831
Investment Advisor
in Champaign, IL

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About this Advisor

Seth Elam is a financial advisor based in Champaign, Illinois, working with Sterling Wealth Management, Inc. Seth has previously held positions at Sterling Wealth Management, Inc, Busey Wealth Management, Rsm Us Llp, and the United States Air Force. Seth has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Seth is part of Sterling Wealth Management, Inc, which operates out of Champaign, Illinois. The firm has 10 employees and manages assets totaling $360.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Sterling Wealth Management, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

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

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Sterling Wealth Management, Inc Brokerage Details

Total Assets Under Management

$360,592,012

IL Average: $6,674,516,078
Total Number of Employees

10

IL Average: 44
Total Number of Accounts

203

IL Average: 2,564
Average Account Size

$1,776,315

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Seth Elam Work History

2018 - Present (7 years)

Sterling Wealth Management, Inc

2016 - 2018 (2 years)

Busey Wealth Management

2016 - 2016 (< 1 year)

Rsm Us Llp

2011 - 2015 (4 years)

United States Air Force

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Disclosures

Please visit the SEC profile of Seth Elam to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sterling Wealth Management, Inc

Joseph Mcallister
Champaign, IL
Joshua Kushner
Champaign, IL
Seth Elam
Champaign, IL
Daly Andersson
Champaign, IL
Sharon Allen
Champaign, IL
Raymon Brown
Champaign, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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