Unclaimed Profile

Brian Lance Kasal

FOURSTAR WEALTH ADVISORS, LLC·CHICAGO, Illinois

Series 3, Series 4, Series 5, Series 6, Series 7, Series 15, Series 24, Series 31, Series 63, Series 6519 years registeredFOURSTAR WEALTH ADVISORS, LLC

1 N. LASALLE STREET, CHICAGO, IL 60602CRD# 1228369Firm CRD# 169613

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Lance Kasal · CHICAGO, IL

Registration

CRD #1228369 · FOURSTAR WEALTH ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

FOURSTAR WEALTH ADVISORS, LLC

Sep 2014 – present

MORGAN STANLEY

Jun 2009 – Jul 2014

CHICAGO, IL

MORGAN STANLEY & CO. INCORPORATED

Apr 2009 – Jun 2009

CHICAGO, IL

WILLIAM BLAIR & COMPANY L.L.C.

Sep 2006 – May 2009

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 3

Series 4

Series 5

Series 6

Series 7

Series 15

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · September 20, 2006

Years registered · 19

Disclosure History

2009Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FOURSTAR WEALTH ADVISORS, LLC

CRD 169613 · SEC 801-110467

AUM

$1.0B

Regulatory assets under management

Employees

2,940 client accounts

Services offered by FOURSTAR WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FOURSTAR WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Lance Kasal offer?

Brian Lance Kasal specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.

What are Brian Lance Kasal's credentials?

Brian Lance Kasal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Lance Kasal located?

Brian Lance Kasal is based in CHICAGO, Illinois, working with FOURSTAR WEALTH ADVISORS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Brian Lance Kasal charge for services?

Brian Lance Kasal's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FOURSTAR WEALTH ADVISORS, LLC?

FOURSTAR WEALTH ADVISORS, LLC has approximately 43 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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