FourStar Wealth Advisors LLC
Financial Services
Chicago, Illinois, United States
31 employees
- Employees
- 31
- Contacts
- 4
- Emails
- 4
- Phones
- 1
FourStar Wealth Advisors LLC Overview
- Headquarters
- Chicago, Illinois, United States
- Phone Number
- Available in AeroLeads
- Website
- fourstarwealth.com
- Industry
- Financial Services
- Employees
- 31
- Founded
- 2014
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About FourStar Wealth Advisors LLC
Build - Live - Share We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals. This page is provided by FourStar Wealth Advisors, LLC (“FourStar” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in this commentary is derived from sources that FourStar believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages. FourStar is an SEC registered investment advisor that maintains a principal place of business in the State of Illinois. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about FourStar’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
FourStar Wealth Advisors LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 1
- 25.0% coverage
FourStar Wealth Advisors LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Dan Sklar | Dallas, Texas, United States |
Email
|
|
| Teresa King | Investment Adviser Representative | Dallas-fort Worth Metroplex, United States |
Email
Phone
|
| Cathy Bearce, Cfp®, Adpa®, Chfc®, Clu®, Cpwa® | Waltham, Massachusetts, United States |
Email
|
|
| Kurt Mogilnicki | Investment Advisor at Fourstar Wealth | Barnstable, Massachusetts, United States |
Email
|
Employees by Management Level
Individual contributor
10 profiles
Director
3 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 4 | 4 | 2 |
| Finance | 2 | 2 | 2 |
| Sales | 1 | 1 | 1 |
| Executive | 1 | 1 | 0 |
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