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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kasal is a financial advisor with over 30 years of experience in the industry. Brian is currently registered with Fourstar Wealth Advisors, LLC and holds registrations in Florida, Illinois, New Jersey, Texas, and Virginia. Brian provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
02/20/2019 - Present
Fourstar Wealth Advisors, LLC (CHICAGO IL)
IL
06/01/2009 - 07/07/2014
MORGAN STANLEY (CHICAGO IL)
IL
04/24/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
12/13/1993 - 05/04/2009
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
NY
04/16/1987 - 01/06/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/08/1984 - 04/30/1987
PAINEWEBBER INCORPORATED
NA
01/06/1984 - 04/03/1984
FIRST INVESTORS CORPORATION
IA
Issued 11/11/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2004
Series 4 - Registered Options Principal Examination
BC
Issued 02/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 04/22/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 11/13/1985
Series 5 - Interest Rate Options Examination
BC
Issued 10/25/1985
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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