Kane Lee Walag
Investment adviser representative at Sterling Wealth Management, Inc.
10 yearsExperience
1 stateRegistered in
$494.6MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Sterling Wealth Management, Inc.Jul 2026 to now
- Icon Hospitality, LLCJun 2025 to Jun 2026
- University of IllinoisJan 2025 to May 2026
- Jackson Hewitt Tax ServiceNov 2024 to Apr 2025
- Fedex GroundMar 2023 to Sep 2024
- Kofusion, LLCSep 2021 to Dec 2021
- Parkland CollegeJan 2021 to May 2024
- Five Guys Enterprises, LLCOct 2019 to May 2021
- North Central Texas CollegeAug 2019 to Aug 2020
- High SchoolJun 2016 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Sterling Wealth Management, Inc.
$494.6MAssets managed
240Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8315706
- Firm CRD
- 131304