Wealthstar Advisors, Llc
WealthStar Advisors is a premier independent financial planning and wealth management firm serving a variety of high net worth individuals, families, and businesses across North America. Founded in 2010, our partners and staff have more than 125 years combined comprehensive wealth management and advisory experience. We believe that everything we do counts and placing clients goals and needs first is the foundation of our business and the decisions and actions we make daily. We strive to provide a higher level relationship and quality of service to you. Working with you, we learn your goals and concerns, develop a comprehensive strategy for each, and help you implement and maintain the actions necessary to live the life you desire.
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Verified contacts
9
available on Kipplo
LinkedIn employees
8
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
35
organic / mo
Sign up free to see all 9 verified contacts at Wealthstar Advisors, Llc
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- TW
Theresa Wood
Client Relationship Manager & Marketing Specialist · Sales & Business Development
EmailPhone - CS
Cassidy Susi
Associate Financial Advisor · Finance & Accounting
EmailPhone - DW
Deanna Wyse
Practice Management Specialist · General Business & Management
EmailPhone - HC
Howard Chen
Financial Advisor · Finance & Accounting
EmailPhone - JD
Jason Dallmann
Associate Advisor · Finance & Accounting
EmailPhone - TK
Tony Kim
Senior Financial Advisor, Crpc, Apma · Other
EmailPhone - JR
Jeffrey R. Wolf
Co Founder · General Business & Management
EmailPhone - SS
Scott Stockton
Certified Financial Planner Practitioner, Co-founder · Finance & Accounting
EmailPhone - MP
Michele Pettigrew
Implementation Specialist · Operations
EmailPhone
Showing 9 of 9 verified contacts
Top roles at Wealthstar Advisors, Llc
9 distinct titles indexed · top 9 shown.
- 1associate advisor
- 1associate financial advisor
- 1certified financial planner practitioner, co-founder
- 1client relationship manager & marketing specialist
- 1co founder
- 1financial advisor
- 1implementation specialist
- 1practice management specialist
- 1senior financial advisor, crpc, apma
Sign up to unlock all 9 contacts at Wealthstar Advisors, Llc
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