Unclaimed Profile

David William Bonifield

FOURSTAR WEALTH ADVISORS, LLC·CHICAGO, Illinois

SIE, Series 3, Series 7, Series 24, Series 63, Series 65Clean record15 years registeredFOURSTAR WEALTH ADVISORS, LLC

351 W. HUBBARD, CHICAGO, IL 60654CRD# 4568634Firm CRD# 169613

Profile Verification

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

Identity

David William Bonifield · CHICAGO, IL

Registration

CRD #4568634 · FOURSTAR WEALTH ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

OPTIMIZED CAPITAL LLC

Oct 2025 – present

FOURSTAR WEALTH ADVISORS, LLC

Jul 2016 – May 2024

CHICAGO, IL

CREDIT SUISSE SECURITIES (USA) LLC

Nov 2010 – Jun 2012

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 23, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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 David William Bonifield offer?

David William Bonifield specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.

What are David William Bonifield's credentials?

David William Bonifield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David William Bonifield located?

David William Bonifield 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 David William Bonifield charge for services?

David William Bonifield'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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