Sharon Allen has been Chief Executive Officer, Chief Compliance Officer of Sterling Wealth Management since July 2004, is a control person of the firm and directly owns 75% or more of it. Sharon Allen holds a Finance degree from the University of Illinois 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.
Sharon Allen is CEO & Co-Founder, Senior Wealth Advisor of Sterling Wealth Management, based in Champaign, Illinois. Allen and Martin Allen founded the firm in 2004. Allen serves clients as a "personal chief financial officer," creating financial plans for transitions such as transferring wealth to the next generation, loss of spouse, divorce, retirement, job changes or sale of a business. Allen is an adjunct instructor at the University of Illinois in the Certified Financial Planning program.
- – present · 22 yearsChampaign, IL · Adviser representative · Firm CRD 131304
Professional designations
Listed by Sterling Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Trust and Fiduciary Advisor (CTFA)
Investment adviser representative registrations
Sharon Allen is registered as an investment adviser representative in 2 states. The first approvals date from August 2004; the most recent is Texas, in July 2014.
- IllinoisSince 27 August 2004
- TexasSince 16 July 2014
Examinations
No examinations are on Sharon Allen’s record.
- Full name
- Sharon Christine Allen
- CRD
- 4832427
- Firm
- Sterling Wealth Management · CRD 131304
- Role
- Chief Executive Officer, Chief Compliance Officer
- Office
- 301 N. NEIL STREET, SUITE 203, Champaign, IL 61820
- Registration
- Investment adviser registration
- In the industry since
- August 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sterlingwealthmanagement.com
Where does Sharon Allen work?
Sharon Allen has been Chief Executive Officer, Chief Compliance Officer of Sterling Wealth Management, Inc. since July 2004, and is a control person of the firm.
Is Sharon Allen a financial advisor?
Yes. Sharon Allen has a current investment-adviser registration in Illinois and Texas, through Sterling Wealth Management since August 2004.
How many years of experience does Sharon Allen have?
Sharon Allen has 22 years in the financial industry, since August 2004, across 1 adviser firm.
Where is Sharon Allen based?
Sharon Allen’s registered office is in Champaign, IL.
Is Sharon Allen registered with FINRA?
No. Sharon Allen has no current broker registration.
Is Sharon Allen a CFP?
Sterling Wealth Management lists Sharon Allen with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Sharon Allen, CFP®, CTFA biography, sterlingwealthmanagement.com
How can I verify Sharon Allen’s record?
Search CRD 4832427 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sharon Allen’s full registration record.