Sharon Christine Allen

Employer firm

Sterling Wealth Management, Inc. CRD 131304

$495M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2004 → Present
  Sterling Wealth Management
  Champaign, IL

Other Businesses

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.

Designations

• Certified Financial Planner

Other Names

• Sharon C Kowalewski
• Sharon C Allen