Seth Elam has been an investment adviser representative at Sterling Wealth Management since April 2020, and is not listed among the firm’s executive officers or direct owners. Seth Elam holds a Bachelor's degree from the University of Illinois at Urbana-Champaign.
Sterling Wealth Management, Inc. is a Champaign, IL firm with $495M under management, 240 clients and 7 advisers in one office, as of its March 2026 filing.
Seth Elam is Senior Wealth Advisor and Director of Wealth Planning of Sterling Wealth Management, based in Champaign, Illinois. As Director of Wealth Planning, Elam partners with clients and team members. Elam also mentors and teaches students from the University of Illinois at Urbana-Champaign.
- – present · 6 yearsChampaign, IL · Adviser representative · Firm CRD 131304
Professional designations
Listed by Sterling Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Seth Elam is registered as an investment adviser representative in 2 states. Each was approved in April 2020.
- IllinoisSince 9 April 2020
- TexasSince 9 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 January 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Seth Stephen Elam
- CRD
- 7241831
- Firm
- Sterling Wealth Management · CRD 131304
- Office
- 301 N. NEIL STREET, SUITE 203, Champaign, IL 61820
- Registration
- Investment adviser registration
- In the industry since
- April 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sterlingwealthmanagement.com
Where does Seth Elam work?
Seth Elam is an investment adviser representative registered through Sterling Wealth Management, Inc. since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is Seth Elam a financial advisor?
Yes. Seth Elam has a current investment-adviser registration in Illinois and Texas, through Sterling Wealth Management since April 2020.
How many years of experience does Seth Elam have?
Seth Elam has 6 years in the financial industry, since April 2020, across 1 adviser firm.
What exams has Seth Elam passed?
Seth Elam passed the Series 65 in January 2020.
Where is Seth Elam based?
Seth Elam’s registered office is in Champaign, IL.
Is Seth Elam registered with FINRA?
No. Seth Elam has no current broker registration.
Is Seth Elam a CFP?
Sterling Wealth Management lists Seth Elam with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Seth Elam, CFP® biography, sterlingwealthmanagement.com
How can I verify Seth Elam’s record?
Search CRD 7241831 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Seth Elam’s full registration record.
