Mary Sterk, Cfp®

Mary Sterk, Cfp® Email and Phone Number

Founding Partner and CEO @ Sterk Financial Services
North Sioux City, SD, US
Mary Sterk, Cfp®'s Location
North Sioux City, South Dakota, United States, United States
About Mary Sterk, Cfp®

Mary Sterk, CFP ®, is the owner of Sterk Financial Services (www.sterkfinancialservices.com), which is headquartered in Dakota Dunes, SD and has a second location in Kansas City. Mary’s inspirational story is one of fighting her way from Welfare to Wealth Management despite a teenage pregnancy, living in low-income housing, and raising two small children while subsisting on food stamps. With a fierce determination to provide for her family, she attended business school through both correspondence and night classes. Having earned her Certified Financial Planner (CFP®) designation, Mary honed her expertise and established Sterk Financial in 2004. From humble beginnings in a tiny office, Mary has now received numerous awards including 2018-2024 Forbes Best-In State Wealth Advisors, 2018-2021 Forbes Top Woman Wealth Advisors, 2022-2024 Forbes Best-In-State Women, #1 in SD, and 2017 Investment News Women To Watch. During her 28 year career, Mary authored two books, Ready To Pull The Retirement Trigger? and Buy It: The Practical Guide To Buying a Financial Services Book Of Business. She developed her radio show / podcast, Money Guide With Mary Sterk, to educate and inspire listeners to create their best financial future. Although her professional life was demanding, Mary longed for a creative outlet, and in 2012 she started Just Mary Designs (www.justmarydesigns.com) to fulfill her passion. Her artwork, born from the depths of her heart, soon found recognition in local galleries and culminated in a solo exhibition in New York City. Today, she resides in South Dakota, and enjoys spending time with her three children and one grandchild.See full disclosures at sterkfinancialservices.comSecurities 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

Mary Sterk, Cfp®'s Current Company Details
Sterk Financial Services

Sterk Financial Services

View
Founding Partner and CEO
North Sioux City, SD, US
Employees:
8
Mary Sterk, Cfp® Work Experience Details
  • Sterk Financial Services
    Founding Partner And Ceo
    Sterk Financial Services
    North Sioux City, Sd, Us
  • Sterk Financial Services
    Owner
    Sterk Financial Services Feb 2004 - Present
    Dakota Dunes, Sd, Us
    Plan * Protect * Grow Providing advice and strategies that aligns the money you have with the life you want to lead.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.
  • Arthur J. Gallagher And Co.
    Investment Advisor
    Arthur J. Gallagher And Co. 1999 - 2004
  • Yockey Insurance Agency
    Investment Advisor
    Yockey Insurance Agency 1997 - 1999
  • The Principle Financial Group
    Investment Counselor
    The Principle Financial Group 1993 - 1997

Mary Sterk, Cfp® Skills

Fee Based Money Management Retirement Planning Investment Management Estate Planning Retirement Income Planning Life Insurance Nursing Home Insurance Iras Written Financial Plans Investment Analysis Legacy Planning Financial Planning Wealth Management Investments Strategic Planning Public Speaking Insurance Mutual Funds

Mary Sterk, Cfp® Education Details

  • The American College
    The American College
    Certified Financial Planner Designation 2002

Frequently Asked Questions about Mary Sterk, Cfp®

What company does Mary Sterk, Cfp® work for?

Mary Sterk, Cfp® works for Sterk Financial Services

What is Mary Sterk, Cfp®'s role at the current company?

Mary Sterk, Cfp®'s current role is Founding Partner and CEO.

What is Mary Sterk, Cfp®'s email address?

Mary Sterk, Cfp®'s email address is st****@****ail.com

What is Mary Sterk, Cfp®'s direct phone number?

Mary Sterk, Cfp®'s direct phone number is +171225*****

What schools did Mary Sterk, Cfp® attend?

Mary Sterk, Cfp® attended The American College.

What skills is Mary Sterk, Cfp® known for?

Mary Sterk, Cfp® has skills like Fee Based Money Management, Retirement Planning, Investment Management, Estate Planning, Retirement Income Planning, Life Insurance, Nursing Home Insurance, Iras, Written Financial Plans, Investment Analysis, Legacy Planning, Financial Planning.

Who are Mary Sterk, Cfp®'s colleagues?

Mary Sterk, Cfp®'s colleagues are Julie Chadwick, Jordan Ireland, Julie Chadwick, Karen Van De Steeg, Carina Rios.

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