FOURSTAR WEALTH ADVISORS, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 169613). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Brian Lance Kasal | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| STAFF MICHAEL THEODORE | MEMBER | — |
| PURCELL JOHN PETER | MEMBER | — |
| FLOOD KEITH OWEN | CHIEF COMPLIANCE OFFICER | — |
| KASAL BRIAN LANCE | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| BONIFIELD DAVID WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |