Sterk Financial Services, headquartered in Dakota Dunes, SD with a second location in Kansas City, is owned by the Forbes Award-Winning CEO and Founder, Mary Sterk, CFP ®.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Insurance offered through Sterk Financial Services which is not affiliated with Osaic Wealth. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
350 Oak Tree Lane, Suite 150, Dakota Dunes, SD 57049 605-217-3555 sterkfinancialservices.com
Forbes Best-In-State Wealth Advisors list includes 10 recipients per state. The award is based on qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices. The award is not based on portfolio performance or client reviews. There is no fee in exchange for rankings. The Forbes ranking of Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Criteria include years of industry experience and weights factors like revenue trends, assets under management, compliance records, and those that encompass best practices in their approach to working with clients. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 350 Oak Tree Ln Ste 150, Dakota Dunes,sd 57049,united States
- Phone
- +1-605-217-3555
- ma****@****ces.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- sterkfinancialservices.com
- Keywords
- Financial Planning, Investment Strategies, Life Insurance Analysis, Estate & Legacy Planning.
- HQ
- Dakota Dunes, SD
- Competitors
- Infinitas, LLC, Marsh McLennan Agency.
Sterk Financial Services Questions
Sterk Financial Services's helpline number is +1-605-217-3555
Sterk Financial Services's website is sterkfinancialservices.com
Sterk Financial Services's LinkedIn profile is https://www.linkedin.com/company/sterk-financial-services
Sterk Financial Services has
8 employees.
View email and phone details for 8
employees at Sterk Financial Services.
Sterk Financial Services's industry is
Financial Services
Sterk Financial Services's top competitors are
Infinitas, Llc,
Marsh Mclennan Agency.
Sterk Financial Services's support email address is marysterk@sterkfinancialservices.com
Sterk Financial Services's categories are Financial Services
Sterk Financial Services's founding year is 2004
