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Edward George Kollada

Fourstar Wealth Advisors, LLC

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About Edward George Kollada

Edward George Kollada is a financial advisor with Fourstar Wealth Advisors, LLC. Edward has been in the financial services industry for over 30 years and has a comprehensive understanding of investment strategies and financial planning. Edward is a Certified Financial Planner and holds the Series 3, 7, and 63 licenses, as well as the Series 65 license. Edward is also a registered representative with LPL Financial LLC and has worked for several other firms throughout his career.

Firm Information

Edward Kollada 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.

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Edward Kollada’s Registration & Firm History

IL

01/19/2024 - Present

Fourstar Wealth Advisors, LLC (CHICAGO IL)

IL

04/01/2019 - 01/11/2024

LPL FINANCIAL LLC (CHICAGO IL)

IL

09/02/2011 - 04/01/2019

KESTRA INVESTMENT SERVICES, LLC (Shorewood IL)

IL

03/04/2011 - 09/06/2011

AUSDAL FINANCIAL PARTNERS, INC. (RIVERWOODS IL)

IL

02/06/2008 - 11/04/2008

NRP FINANCIAL, INC. (NORTHBROOK IL)

IL

11/21/2005 - 12/20/2006

SECURITIES AMERICA, INC. (RIVERWOODS IL)

FL

02/03/2000 - 11/28/2003

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

SC

09/24/1999 - 02/03/2000

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

IL

03/20/1997 - 09/17/1999

OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)

IL

10/25/1994 - 04/04/1995

TERRA SECURITIES CORPORATION (SCHAUMBURG IL)

NY

12/22/1987 - 11/04/1992

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/24/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/06/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/1988

Series 3 - National Commodity Futures Examination

BC

Issued 12/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward George Kollada.
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