Ankerstar Wealth, LLC

Ankerstar Wealth, LLC (CRD# 170819) is a financial advisory firm headquartered in , . They manage $76,033,120 in 619 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
https://www.youtube.com/@ankerstarwealth
By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    619
    ACCOUNTS
  • Average Account Value
    $122,832
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, FL, GA, LA, NV, OH, TX

Financial Advisors at Ankerstar Wealth, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Steven Ankerstar, financial advisor Round Rock TX
Steven E. Ankerstar
CRD#: 6251545
Round Rock, TX

Steven Ankerstar (CRD# 6251545) is an Investment Advisor Representative working at Afterburner Financial, LLC in Round Rock, TX and has over 4 years of experience in the finance industry. 

Steve holds a Bachelor of Engineering degree, and has completed three Masters Degrees as well as the first two years of his Ph.D. in Finance. He has also achieved the CERTIFIED FINANCIAL PLANNER® certification, a standard recognized internationally.

With three decades of experience in financial and investment markets having invested since the age of 16,  Steve performed pro bono financial planning while in the military helping veterans and their families to get what they want out of life. Steve has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.

2
Michael Chisum, financial advisor Round Rock TX
Michael D. Chisum
CRD#: 7614911
Round Rock, TX

Michael Chisum (CRD# 7614911) is an Investment Advisor Representative working at Ankerstar Wealth, LLC in Round Rock, TX and has 1 year of experience in the finance industry.

3
Joel Hanson, financial advisor Summerlin NV
Joel T. Hanson
CRD#: 7567351
Summerlin, NV

Joel Hanson (CRD# 7567351) is an Investment Advisor Representative working at Ankerstar Wealth, LLC in Summerlin, NV and has over 2 years of experience in the finance industry.

4
Jaden Verrico, financial advisor Round Rock TX
Jaden R. Verrico
CRD#: 7504870
Round Rock, TX

Jaden Verrico (CRD# 7504870) is an Investment Advisor Representative working at Ankerstar Wealth, LLC in Round Rock, TX and has over 2 years of experience in the finance industry.

5
Michael Younkman, financial advisor Round Rock TX
Michael P. Younkman
CRD#: 7854074
Round Rock, TX

Michael Younkman (CRD# 7854074) is an Investment Advisor Representative working at Ankerstar Wealth, LLC in Round Rock, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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