DS
DS

Dan Joseph Sklar

25 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable Giving
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

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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dan is the owner and inventor of iCleanMe, a hand sanitizer product developed during COVID, resulting in two patents. He spends minimal time on this activity.

Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Cetera Investment Advisers LLC
December 2023 - February 2024 · 2 mos
Cetera Advisor Networks LLCBroker
December 2023 - February 2024 · 2 mos
UBS Financial Services INC.Broker
February 2015 - December 2023 · 8 yrs 10 mos
UBS Financial Services INC.
February 2015 - December 2023 · 8 yrs 10 mos
Charles Schwab & CO., INC.
July 2005 - February 2015 · 9 yrs 7 mos
Charles Schwab & CO., INC.Broker
July 2005 - February 2015 · 9 yrs 7 mos
Chase Investment Services CORP.Broker
October 2003 - July 2005 · 1 yr 9 mos
Chase Investment Services CORP.
October 2003 - July 2005 · 1 yr 9 mos
Lincoln Financial Advisors Corporation
July 2002 - June 2003 · 11 mos
Lincoln Financial Advisors CorporationBroker
June 2002 - June 2003 · 1 yr
The Lincoln National Life Insurance CompanyBroker
June 2002 - June 2003 · 1 yr
American Express Financial Advisors INC.Broker
February 2000 - June 2002 · 2 yrs 4 mos
Ids Life Insurance CompanyBroker
February 2000 - June 2002 · 2 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Dan Joseph Sklar - Financial Advisor | TrueAdvisor