Seth
Elam
Sterling Wealth Management, Inc
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About this Advisor
Seth Elam is a certified financial planner operating in Champaign, Illinois who has 3 years of relevant experience. Elam currently works for Sterling Wealth Management, Inc. Elam has gained experience at Sterling Wealth Management, Inc, Busey Wealth Management, Rsm Us Llp and United States Air Force. Elam holds a Series 65 license, certifying them as an investment advisor representative, and can operate in Illinois and Texas. Sterling Wealth Management, Inc is a financial advisory firm operating out of Champaign, IL. It controls $283 million in total assets across its 553 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 553 accounts, 50% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice largely are based on which services the firm provides the client. Fees billed by Sterling Wealth Management, Inc likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sterling Wealth Management, Inc Brokerage Details
$282,978,400
10
553
$511,715
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
Seth has been registered as a financial advisor for 3 years.*
Sterling Wealth Management, Inc
Busey Wealth Management
Rsm Us Llp
United States Air Force
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Champaign, IL
Champaign, IL
Champaign, IL
Champaign, IL
Champaign, IL
Champaign, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
