Joseph Bayless
Joseph Bayless is a registered investment advisor at Sterling Financial Advisors, LLC, based in Omaha, NE, with 39 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Retirement Planning. Their firm serves 181 clients with $140M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Omaha, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is licensed to sell insurance, annuities, and long-term care through multiple companies, some of which may be investment-related. He dedicates minimal time to this outside business after the trading day.
Employment History
Current Registrations
Sterling Financial Advisors, LLC
Previous Registrations
Omaha Wealth Management, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.