Wealthstar Advisors, LLC

Wealthstar Advisors, LLC (CRD# 164957) is a financial advisory firm headquartered in Plano, TX. They manage $452,725,108 in 1,986 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    453
    MILLION
  • Total Number of Accounts
    1,986
    ACCOUNTS
  • Average Account Value
    $227,958
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, KS, LA, NE, OH, OK, TN, TX

Financial Advisors at Wealthstar Advisors, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Michael E. Burkhart
CRD#: 6773392
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023

Michael Burkhart (CRD# 6773392) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 3 years of experience in the finance industry.

2
Howard T. Chen
CRD#: 4567095
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023

Howard Chen (CRD# 4567095) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 18 years of experience in the finance industry.

3
Edmund O. Cordero
CRD#: 3148285
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023

Edmund Cordero (CRD# 3148285) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 21 years of experience in the finance industry.

4
Jason A. Dallmann
CRD#: 4523789
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023

Jason Dallmann (CRD# 4523789) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 18 years of experience in the finance industry.

5
Tony Kim
CRD#: 4070331
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023

Tony Kim (CRD# 4070331) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 20 years of experience in the finance industry.

6
Thomas E. Montgomery
CRD#: 5571240
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023

Thomas Montgomery (CRD# 5571240) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 12 years of experience in the finance industry.

7
Mousumi Mukherjee
CRD#: 4723021
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023

Mousumi Mukherjee (CRD# 4723021) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 16 years of experience in the finance industry.

8
Scott A. Stockton
CRD#: 2806750
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023

Scott Stockton (CRD# 2806750) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 24 years of experience in the finance industry. Scott Stockton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Jeffrey R. Wolf
CRD#: 2842614
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023

Jeffrey Wolf (CRD# 2842614) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 23 years of experience in the finance industry. Jeffrey Wolf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Eric E. Wolfe
CRD#: 2738645
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023

Eric Wolfe (CRD# 2738645) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 24 years of experience in the finance industry. Eric Wolfe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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