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Brian Kasal

Fourstar Wealth Advisors, LLC
42 Years of Experience
Chicago, IL
2 DisclosuresSells Insurance
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Brian Kasal is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Chicago, IL, with 42 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 1,798 clients with $1.4B in assets under management.

Fourstar Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,798 clients
Average Client Portfolio
$790K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

FourStar Wealth Advisors charges an annual fee based on the value of the portfolio under management. This fee can be structured as a graduated scale, a flat fee program, or a combination based on client needs and complexity. Alternatively, fees may be charged on an hourly basis ranging from $200 to $500 per hour, or on a project basis. Fees are billed quarterly in advance. FourStar does not impose a stated minimum account size or minimum fee for investment management.

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Location

1 N. Lasalle Street, Suite 2225, Chicago, IL, 60602

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2010
Settled
Customer Dispute
March 2009
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian is the CEO of FourStar Insurance Services, LLC, an insurance sales business, since June 2015. He spends about 10-20% of his time on developing business strategy, affiliation, and development.

Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
Morgan StanleyBroker
June 2009 - July 2014 · 5 yrs 1 mo
Morgan Stanley
June 2009 - July 2014 · 5 yrs 1 mo
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2009 - June 2009 · 2 mos
William Blair & Company L.L.C.
September 2006 - May 2009 · 2 yrs 8 mos
William Blair & Company L.L.C.Broker
December 1993 - May 2009 · 15 yrs 5 mos
Lehman Brothers INC.Broker
April 1987 - January 1994 · 6 yrs 9 mos
Painewebber IncorporatedBroker
August 1984 - April 1987 · 2 yrs 8 mos
First Investors CorporationBroker
January 1984 - April 1984 · 3 mos
State Registrations3 states
ILNHTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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