For your day-to-day needs, please feel free to reach out to Ali Schultz, our Client Relationship Manager. From fielding questions to withdrawing or depositing money to scheduling meetings, she will make sure your needs are met.
Introducing – AdviceWorks™
Simplify your financial picture – without compromising it.
This is the newest way to seamlessly connect with your accounts and your financial plan. View monthly statements, quarterly performance reports, tax documents, and your plan – all in one place.
This is the Legacy Client Portal at NetX Investor.
View Pershing brokerage statements and view up-to-date account activity for advisory and non-advisory managed accounts.
Our financial organization number is 157.
Sterling Retirement Resources, Inc. 120 Broadway Ave S, Suite 200 Wayzata, MN 55391 Main: 763.762.3400 Fax: 763.762.3409
Steven Finkelstein, Megan Gehrman, and Luke Strom are Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency,LLC), Member FINRA, SIPC,a Broker-Dealer and a Registered Investment Advisor. Some advisory services offered through AdvisorNet Wealth Management. Sterling Retirement Resources, AdvisorNet, and Cetera Advisor Networks LLC are not affiliated. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.
Not all of the products and services referenced on this site may be available in every state and through every advisor listed.
For additional information please contact the advisor(s) listed on the site. Visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.
Davis Breen & Tony Woodley are Registered Representatives with Cetera Advisor Networks LLC.