Brian Kasal (CRD# 1228369) is an Investment Advisor Representative working at Fourstar Wealth Advisors, LLC in Chicago, IL and has over 39 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fourstar Insurance Services, LLC | Chicago, IL | Jun 2015 - Current | 8 |
| Fourstar Wealth Advisors, LLC | Chicago, IL | Jun 2014 - Current | 9 |
| Morgan Stanley Smith Barney | Chicago, IL | Jun 2009 - Jun 2014 | 5 |
| Morgan Stanley & Company Incorporated | Chicago, IL | Apr 2009 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1984 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1991 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management1,019MILLIONS
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Total Number of Accounts2,940ACCOUNTS
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Average Account Value$346,556
- A percentage of assets under your management
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AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, MA, MD, NC, NE, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, UT, VA, WI
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