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
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Verified contacts
30
available on Kipplo
LinkedIn employees
35
1 to 10 range
Open roles
—
no listings
Distinct roles
19
indexed titles
Tech stack
3
tools in use
Monthly traffic
182
organic / mo
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Decision-makers and verified team members
30 contacts with verified email or phone · masked until revealed.
- DS
Dan Sklar
Senior Wealth Manager · Finance & Accounting
EmailPhone - CR
Craig R. McWilliams
Investment Advisor Representative · Finance & Accounting
EmailPhone - LJ
Lindsey Jackson
Client Service Associate · Customer/Client Service
EmailPhone - PM
Peggy Martin
Financial Advisor · Finance & Accounting
EmailPhone - RJ
Ralph Jackson
Investment Representative · Sales & Business Development
EmailPhone - TR
Tammy Roman
Investment Advisor Representative · Finance & Accounting
EmailPhone - TK
Teresa King
Investment Adviser Representative · Finance & Accounting
EmailPhone - GC
Gregory C Simonian
Aspect Capital · Other
EmailPhone - MH
Mark Harmon
Financial Advisor Investment Advisor Rep · Other
EmailPhone
Showing 9 of 30 verified contacts
Top roles at Fourstar Wealth Advisors Llc
19 distinct titles indexed · top 10 shown.
- 3financial advisor
- 3investment advisor representative
- 2client service associate
- 2financial advisor - consultant
- 2investment adviser representative
- 2marketing director
- 1alternatives investment analyst
- 1aspect capital
- 1finance intern
- 1financial advisor investment advisor rep
- +9more titles
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