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RIA / WealthAdvisorCertified Financial Planner37 years in industry

SHARLEE LORENE CRETORS

Advisor at ADVISORY SOLUTIONS GROUP

SCOTTSDALE, AZ | PLYMOUTH, MN

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Search this name across graphsid dfx:ria:e17acd0d-2291-5cd4-7555-ca53e2fc557d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jun 16, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVISORY SOLUTIONS GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 14, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Feb 14, 1989
First registration: Jun 16, 2003
Dual registered: no
Other names: SHARLEE LORENE BALES
IAPD individual key: 1705242

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVISORY SOLUTIONS GROUP	Independent wealth	Jul 1, 2026	n/a	yes	PLYMOUTH, MN\|SCOTTSDALE, AZ	Current employment
AVIOR WEALTH MANAGEMENT, LLC	Independent wealth	May 25, 2023	Jul 2, 2026	no	SCOTTSDALE, AZ	Previous registration
TIGER EYE FINANCIAL LLC	n/a	Jun 18, 2012	Nov 20, 2012	no	SCOTTSDALE, AZ	Previous registration
S.C. FINANCIAL SERVICES, INC.	Former SEC adviser	May 12, 2005	Mar 15, 2023	no	SCOTTSDALE, AZ	Previous registration
ZIONS CAPITAL ADVISORS, INC.	Institutional manager	Jul 30, 2004	May 2, 2005	no	SCOTTSDALE, AZ	Previous registration
ROWLAND CARMICHAEL ADVISORS INC	Former SEC adviser	Jun 17, 2003	Aug 5, 2003	no	SCOTTSDALE, AZ	Previous registration
S.C. FINANCIAL SERVICES, INC.	Former SEC adviser	Jun 16, 2003	Jul 13, 2004	no	SCOTTSDALE, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AVIOR WEALTH MANAGEMENT, LLC	ADVISORY SOLUTIONS GROUP	Jul 2, 2026	Jul 1, 2026	-1	Firm change	RIA to RIA
S.C. FINANCIAL SERVICES, INC.	TIGER EYE FINANCIAL LLC	Mar 15, 2023	Jun 18, 2012	-3,922	Firm change after gap	Other
TIGER EYE FINANCIAL LLC	AVIOR WEALTH MANAGEMENT, LLC	Nov 20, 2012	May 25, 2023	3,838	Firm change after gap	Other
ZIONS CAPITAL ADVISORS, INC.	S.C. FINANCIAL SERVICES, INC.	May 2, 2005	May 12, 2005	10	Firm change	Other
S.C. FINANCIAL SERVICES, INC.	ROWLAND CARMICHAEL ADVISORS INC	Jul 13, 2004	Jun 17, 2003	-392	Firm change after gap	Other
ROWLAND CARMICHAEL ADVISORS INC	ZIONS CAPITAL ADVISORS, INC.	Aug 5, 2003	Jul 30, 2004	360	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
148674:339919:AZ:2026-07-02	Jul 2, 2026	Jul 1, 2026	SCOTTSDALE, AZ	Firm change
127012:162597:AZ:2023-03-15	Mar 15, 2023	Jun 18, 2012	SCOTTSDALE, AZ	Firm change after gap

Relationships

Registered with (6)

→ ADVISORY SOLUTIONS GROUPRegistered adviserregistration: current employment
Jul 1, 2026 to presentfactForm ADV
→ AVIOR WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 25, 2023 to Jul 2, 2026factForm ADV
→ S.C. FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
May 12, 2005 to Mar 15, 2023factForm ADV
→ TIGER EYE FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 18, 2012 to Nov 20, 2012factForm ADV
→ ZIONS CAPITAL ADVISORS, INC.Registered adviserregistration: previous registration
Jul 30, 2004 to May 2, 2005factForm ADV
→ ROWLAND CARMICHAEL ADVISORS INCRegistered adviserregistration: previous registration
Jun 17, 2003 to Aug 5, 2003factForm ADV

Dated events

Occurred
Jul 2, 2026
Advisor changed firm
Sharlee Lorene Cretors left Avior Wealth Management, Llc for Advisory Solutions Group (registered 2026-07-01)
Form ADVobserved 4 days ago
Occurred
Mar 15, 2023
Advisor changed firm
Sharlee Lorene Cretors left S.C. Financial Services, Inc. for Tiger Eye Financial Llc (registered 2012-06-18)
Form ADVobserved 4 days ago