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Daly Christa Andersson

Sterling Wealth Management, Inc.

Champaign, IL

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Current Employers
Sterling Wealth Management, Inc.

301 N. Neil Street, Suite 203, Champaign, IL 61820 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-11-07
TX RA APPROVED 2023-11-07
  • IL RA
    APPROVED
    Since 2023-11-07
  • TX RA
    APPROVED
    Since 2023-11-07

Branch Locations

301 N. Neil Street, Suite 203, Champaign, IL 61820 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Urbana IL 07/2010 05/2021
Raymond James Financial Services Advisors Inc. Urbana IL 08/2011 05/2021
Busey Investment Servives Urbana IL 02/2012 11/2018
Busey Bank Urbana IL 11/2018 05/2021
Busey Bank Urbana IL 11/2018 05/2021
Sanctuary Securities, Inc Champaign IL 05/2021 12/2023
Sanctuary Advisors, Llc Champaign IL 05/2021 12/2023
Sterling Wealth Management, Inc. Champaign IL 11/2023 Present
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-04
  • S66 Uniform Combined State Law Examination
    2010-10-04
Designations
Other Names
  • Daly Stevens
  • Daly Christa Stevens
  • Daly Andersson

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