FOURSTAR WEALTH ADVISORS, LLC

FOURSTAR WEALTH ADVISORS, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 169613). Regulatory assets under management: $1.4B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.

Officers, owners & control persons (6)

NameRoleLocation
Brian Lance KasalCHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; TRUSTEE—
STAFF MICHAEL THEODOREMEMBER—
PURCELL JOHN PETERMEMBER—
FLOOD KEITH OWENCHIEF COMPLIANCE OFFICER—
KASAL BRIAN LANCECHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER (+1 more)—
BONIFIELD DAVID WILLIAMCHIEF COMPLIANCE OFFICER—

Disclosures (6)

InitiatedTypeAllegationsStatusAmount
—regulatory———

Private funds (2)

FundTypeFormedOwnersGross asset valueMin investment
DIVERSIFIED ALTERNATIVE INCOME FUND LPOther Private FundDelaware1$4.8M$50K
DIVERSIFIED ALTERNATIVE OPPORTUNITY FUND LPOther Private FundDelaware1$3.2M$100K

Branch offices (56)

Showing 15 of 56 offices.

CityStateEmployeesPhone
COLORADO SPRINGSCO2800-888-5164
OAKBROOK TERRACEIL2800-888-5164
SAN JOSECA2800-888-5164
OAKBROOK TERRACEIL2800-888-5164
COLORADO SPRINGSCO2800-888-5164
SAN JOSECA2800-888-5164
WHEATONIL2800-888-5164
WAYNENJ2800-888-5164
WHEATONIL2800-888-5164
WAYNENJ2800-888-5164
LAS VEGASNV17023360411
WAXAHACHIETX1800-888-5164
BATTLE CREEKMI18008885164
——1800-888-5164
RENONV1800-888-5164

Fund service providers (1)

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