Chicago, IL N. Lasalle Street logo

Chicago, IL N. Lasalle Street Office

Team
Updated today
FourStar Wealth Advisors, LLC logo

FourStar Wealth Advisors, LLC

Multi-team

Firm-wide stats for FourStar Wealth Advisors, LLC

Total advisors

44

Across 23 offices

Clients per advisor

40 Low

Avg AUM per client

$778,791 Typical

HNW client ratio

16% Typical

About

FourStar advises individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement‑plan consulting. Financial planning components (cash flow, tax, estate, charitable giving, insurance) are available standalone or as part of comprehensive wealth‑management engagements.

The firm combines fundamental and technical analysis and typically allocates client assets among mutual funds, ETFs, individual debt and equity securities, options, and third‑party independent managers, with portfolios managed primarily on a discretionary basis and tailored to clients’ risk tolerance and time horizon. FourStar also may recommend privately placed securities and invest eligible clients in pooled investment vehicles, while conducting ongoing monitoring of independent managers and model allocations.

Compared with many multi‑team peers, FourStar both operates and advises private funds and handles portfolio management for pooled vehicles, with client assets placed in those funds subject to fund‑level management fees (and not a separate advisory fee) and to required annual surprise examinations because of indirect custody. The firm discloses that several supervised persons are licensed insurance agents and registered representatives (which can generate commissions), and that some supervised persons are affiliated with another adviser that manages private funds; it cites disclosure and internal review as means to address those potential conflicts, and also notes relationships with numerous fund families that sponsor events for the firm.

Based on FourStar Wealth Advisors, LLC

Expertise

Charitable giving & philanthropy

Based on FourStar Wealth Advisors, LLC

Location

1 N. Lasalle Street, Suite 2225

Chicago IL 60602

Advisors at this office

19

Advisors at this office

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Luke P

Series 63, Series 65

Chicago, IL

FourStar Wealth Advisors, LLC

Luke Pawelkiewicz is a financial advisor at FourStar Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services and Corey McQuade. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage diversified portfolios primarily on a discretionary basis, tailoring strategies to clients’ risk tolerance and time horizon.

Charitable giving & philanthropy
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Mark K

Series 66

Chicago, IL

FourStar Wealth Advisors, LLC

Mark Karstrom is a Series 66-licensed advisor at FourStar Wealth Advisors, LLC with 19 years of industry experience. He has worked at FourStar since 2020 and previously held roles at Noyes Advisors LLC and David A. Noyes & Company. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to tailor portfolios using a range of investment vehicles, managing assets primarily on a discretionary basis.

Charitable giving & philanthropy
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Christopher R

Series 65

Chicago, IL

FourStar Wealth Advisors, LLC

Christopher Reardon is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 65 license with 12 years of industry experience. He has been with FourStar Wealth Advisors since 2014. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage portfolios tailored to clients’ risk tolerance and time horizon, often utilizing mutual funds, ETFs, individual securities, options, and third-party independent managers.

Charitable giving & philanthropy
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Laura S

Series 63, Series 66

Chicago, IL

FourStar Wealth Advisors, LLC

Laura Swanson is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has worked at multiple firms, including Realta Equities, Inc., Great Point Capital, LLC, and Purshe Kaplan Sterling Investments. Swanson also serves as Director of Operations at FourStar Insurance Services, LLC. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis to tailor portfolios using a range of investment vehicles, including mutual funds, ETFs, individual securities, and private funds, with ongoing monitoring and management.

Charitable giving & philanthropy
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Marc L

Series 65

Chicago, IL

FourStar Wealth Advisors, LLC

Marc Lawrence is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 65 designation with three years of industry experience. His career includes roles at Merino Wealth Management, Mark Brown State Farm, Ryan Whitson State Farm, Rosen Harwood, Citizens Bank of Fayette, and the University of Alabama. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs both fundamental and technical analysis, managing portfolios with a variety of investment vehicles tailored to clients’ risk tolerance and time horizon.

Charitable giving & philanthropy
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Edward K

CFP®, Series 63, Series 65

Chicago, IL

FourStar Wealth Advisors, LLC

Edward Kollada Jr. is a CFP® with 29 years of industry experience, currently serving at FourStar Wealth Advisors, LLC since 2024. His prior roles include positions at LPL Financial, Global Retirement Partners, Kestra Financial Services, Strategic Retirement Partners, and The Bensman Group. He is also the owner and president of Elite Wealth Partners, Inc., a firm specializing in tax preparation, accounting, and insurance. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon.

Charitable giving & philanthropy
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Tammy R

Series 63, Series 65

Chicago, IL

FourStar Wealth Advisors, LLC

Tammy Roman is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Byline Bank from 2016 to 2023. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management. The firm employs a mix of fundamental and technical analysis, managing portfolios primarily on a discretionary basis with allocations tailored to clients’ risk tolerance and time horizon.

Charitable giving & philanthropy
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John W

Series 66

Chicago, IL

FourStar Wealth Advisors, LLC

John Walsh is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at Oppenheimer and Realta Equities, Inc. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage client portfolios across a variety of securities and investment vehicles, often on a discretionary basis tailored to risk tolerance and time horizon.

Charitable giving & philanthropy
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Sharif S

Series 63, Series 65

Chicago, IL

FourStar Wealth Advisors, LLC

Sharif Sharif is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at LPL Financial and Woodbury Financial Services. Sharif also operates a side business called The Other Side of Medicine. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon.

Charitable giving & philanthropy
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Azmi S

Series 66

Chicago, IL

FourStar Wealth Advisors, LLC

Azmi Sharif is a financial advisor at FourStar Wealth Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Nobles and Richards, Inc., LPL Financial, and Woodbury Financial Services. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to tailor portfolios to client risk tolerance and time horizon, managing assets primarily on a discretionary basis across a range of investment vehicles.

Charitable giving & philanthropy
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Raymond S

Series 63, Series 65

Chicago, IL

FourStar Wealth Advisors, LLC

Raymond Sullivan Jr. is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has worked at FourStar since 2020 and previously held roles at PKS Advisory Services, Purshe Kaplan Sterling Investments, Forum Financial Management, and his own firm Sullivan & Sullivan, Ltd, where he also maintains a CPA accounting and tax practice. Sullivan serves as president and treasurer of the Sertoma Speech-Hearing Center, a nonprofit organization. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm utilizes a combination of fundamental and technical analysis and manages portfolios primarily on a discretionary basis tailored to client risk tolerance and time horizon, including allocations to mutual funds, ETFs, individual securities, options, third-party managers, and private funds.

Charitable giving & philanthropy
user avatar

Nicholas G

Series 66

Chicago, IL

FourStar Wealth Advisors, LLC

Nicholas Ginnodo is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding the Series 66 designation with three years of industry experience. Prior to joining FourStar, he worked at Riverpoint Wealth Management and The Vanguard Group. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs both fundamental and technical analysis and manages client portfolios primarily on a discretionary basis, tailoring investments to risk tolerance and time horizon.

Charitable giving & philanthropy
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Evan K

Series 65

Chicago, IL

FourStar Wealth Advisors, LLC

Evan Kasal is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 65 designation. He joined FourStar in 2024 and has prior experience at The Power Company, NielsenIQ, Billtrust, Keeper, and CDW. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, managing diversified portfolios tailored to clients’ risk tolerance and time horizon.

Charitable giving & philanthropy
user avatar

Mark H

Series 65

Chicago, IL

FourStar Wealth Advisors, LLC

Mark Harmon is a Series 65-licensed financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, bringing 29 years of industry experience. He has worked at FourStar since 2016 and previously held roles at Kingsview Wealth Management, LLC and Everett Wealth Solutions, Inc. Harmon also works as an independent insurance agent, providing life insurance sales as part of overall financial planning. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage diversified portfolios, including mutual funds, ETFs, individual securities, options, and third-party managers, typically on a discretionary basis tailored to client risk tolerance and time horizon.

Charitable giving & philanthropy
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Liam D

Series 65

Chicago, IL

FourStar Wealth Advisors, LLC

Liam Duffy is a financial advisor at FourStar Wealth Advisors, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at John B. Sanfilippo And Son, Lifetime Fitness, and Joe's Brewery. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis and manages portfolios mainly on a discretionary basis, tailoring investments to clients’ risk tolerance and time horizon.

Charitable giving & philanthropy
View complete list of advisors at this office
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