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Nathan J Stutz

Sterling Investment Management, LLC

Tucson, AZ

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Current Employers
Sterling Investment Management, Llc

6262 North Swan Rd. Suite 210, Tucson, AZ 85718 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-27
CA RA APPROVED 2026-08-21
CO RA APPROVED 2026-08-21
OK RA APPROVED 2026-08-21
  • AZ RA
    APPROVED
    Since 2026-08-27
  • CA RA
    APPROVED
    Since 2026-08-21
  • CO RA
    APPROVED
    Since 2026-08-21
  • OK RA
    APPROVED
    Since 2026-08-21

Branch Locations

6262 North Swan Rd. Suite 210, Tucson, AZ 85718 • 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
Byu Provo UT 07/2016 06/2017
Uvu Provo UT 06/2017 05/2020
Intermountain Healthcare Kearns UT 10/2017 07/2019
Varo Bank Draper UT 07/2019 10/2020
Amphenol Nogales 10/2020 03/2021
Sterling Investment Management Tucson AZ 03/2021 Present
  • 07/2016 → 06/2017
    Byu
    Provo, UT
  • 06/2017 → 05/2020
    Uvu
    Provo, UT
  • 10/2017 → 07/2019
    Intermountain Healthcare
    Kearns, UT
  • 07/2019 → 10/2020
    Varo Bank
    Draper, UT
  • 10/2020 → 03/2021
    Amphenol
    Nogales
  • 03/2021 → Present
    Sterling Investment Management
    Tucson, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-21
  • S65 Uniform Investment Adviser Law Examination
    2026-08-21

View on SEC IAPD

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EMILY MARIE Delgado
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Other Offices

IRONWOOD FINANCIAL, LLC · TUCSON, AZ
IRONWOOD FINANCIAL, LLC · TUCSON, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TUCSON, AZ
WELLS FARGO CLEARING SERVICES, LLC · TUCSON, AZ
ALLSTATE FINANCIAL ADVISORS, LLC · Tucson, AZ
AIO FINANCIAL, LLC · TUCSON, AZ
EDWARD JONES · TUCSON, AZ
FINANCIAL DIRECTIONS LLC · TUCSON, AZ

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