Brian Lance Kasal

41 Years of Experience

2 DisclosuresSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable Giving

Fourstar Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

41 advisors

Number of Clients

1,314 clients

Average Client Portfolio

$944K average

Assets Under Management

$1.2B

Fee Structure

Location

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

Get directions

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 Report How 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.