SS
CFP
SS
CFP

Sharon Starkey

26 Years of Experience
Lakewood, CO
Broker

Sharon Starkey is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Lakewood, CO, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

141 Union Blvd Ste C 305, Lakewood, CO, 80228

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Sharon has 100% ownership in Starkey Financial Group LLC since September 2023. She dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors
March 2024 - Present · 2 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2024 - Present · 2 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - March 2024 · 16 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - March 2024 · 16 yrs 2 mos
A. G. Edwards & Sons, INC.
August 2005 - January 2008 · 2 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
October 1999 - January 2008 · 8 yrs 3 mos
State Registrations39 states
AKAZCACOCTFLGAHIIAIDILINKSKYLAMDMIMNMONCNDNENHNJNMNVNYOHORSCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Sharon Starkey - Financial Advisor | TrueAdvisor