Sharlee Lorene Cretors

Employer firm

Advisory Solutions Group CRD 339919

$408M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• TURNKEY ASSET MANAGEMENT FOR RIA FIRMS

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

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

Current Employers

Employment History

• 04/2005 → 03/2023
  Sc Financial Services, Inc
  Scottsdale, AZ
• 06/2010 → Present
  Optimized Business Transitions, Llc
  Scottsdale, AZ
• 03/2023 → 06/2026
  Avior Wealth Management, Llc
  Omaha, NE
• 07/2026 → Present
  Advisory Solutions Group
  Scottsdale, AZ

Previous Registrations

• 2023-05-25 → 2026-07-02
  Avior Wealth Management, Llc
  Scottsdale, AZ
• 2005-05-12 → 2023-03-15
  S.C. Financial Services, Inc.
  Scottsdale, AZ
• 2012-06-18 → 2012-11-20
  Tiger Eye Financial Llc
  Scottsdale, AZ
• 2004-07-30 → 2005-05-02
  Zions Capital Advisors, Inc.
  Scottsdale, AZ
• 2003-06-16 → 2004-07-13
  S.C. Financial Services, Inc.
  Scottsdale, AZ
• 2003-06-17 → 2003-08-05
  Rowland Carmichael Advisors Inc
  Scottsdale, AZ

Other Businesses

OPTIMIZED BUSINESS TRANSACTIONS, LLC - MEMBER MANAGER - SCOTTSDALE, AZ. CONSULTING BUSINESS OWNERS ON THEIR EXIT PLANNING. LESS THAN 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-02-14

Designations

• Certified Financial Planner

Other Names

• Sharlee Lorene Bales