A complete list of active advisors currently associated with 4 Star Advisory Services LLC

Warmer can help you find a great advisor at 4 Star Advisory Services LLC or one who fits your needs even better.

The firm provides discretionary portfolio management to individual and high‑net‑worth clients, tailoring portfolios across mutual funds, equities, ETFs, fixed income and preferred securities. It documents client suitability in Investment Profile Statements, conducts regular portfolio monitoring, and implements trades under discretionary authority. Investment decisions are informed by fundamental analysis, macroeconomic research and quantitative screening, and the firm employs both long‑term and short‑term trading strategies. The firm has a documented preference for preferred stocks over traditional bonds for reasons of tradability and valuation transparency, and it may allocate to Bitcoin‑focused ETFs (including ARKB) with enhanced, specific risk disclosures for those products. The firm’s principal also practices as a Certified Public Accountant and offers accounting services—and is a licensed insurance agent—an affiliation with accounting activity that is uncommon among peers and is disclosed as a potential source of ancillary conflicts of interest. The firm requires client accounts to be custodied through Schwab Advisor Services and discloses arrangements for research/soft‑dollar benefits and limited custody practices, which may affect trade execution and operational arrangements relative to some peers.

To learn more about the advisors currently working at 4 Star Advisory Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Todd Childers profile photo Todd Childers
Lancaster, OH
22
Warmer team member

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