Invested Better
Invested Better

Charles E Brokop

VerifiedPremier Advisor

Premier Advisor

Fourstar Wealth Advisors, LLC

Specializations
Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Portfolio Management for Pooled Investment Vehicles

About Charles E Brokop

Charles Brokop is an investment advisor representative for FourStar Wealth Advisors, LLC. Charles lives in Scottsdale, Arizona and was previously president of Clear Stream Advisors. Charles Brokop has a Series 65 license and has been in the industry since 2005 and has been with FourStar Wealth since September of 2023. Charles Brokop assists clients in asset management, retirement management, low volatility income strategies, financial planning, tax-favored investments, and business consulting. Charles has authored the book, 101 Principles to Wealth on Amazon and has been on several boards over the years. He has additionally developed his own low risk investment models and spoken at numerous investment conferences. He is active in his church and enjoys fly fishing, ice hockey, hiking and skiing.

Firm Information

Charles Brokop is currently registered with Fourstar Wealth Advisors, LLC. Fourstar Wealth Advisors, LLC is an investment advisory firm based in Chicago, IL. The firm has 19 licensed agents and 39 investment adviser representatives and manages over $1 billion in assets. They provide a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals, pooled investment vehicles, and pension and profit-sharing plans. The firm primarily serves high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations.
Fourstar Wealth Advisors, LLC

1 N. LASALLE STREET

CHICAGO, IL 60602

$1.02B

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Charles Brokop’s Registration & Firm History

AZ

10/16/2023 - Present

Fourstar Wealth Advisors, LLC (SCOTTSDALE AZ)

Licenses & Designations

IA

Issued 04/28/2006

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles E Brokop.