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Jessie K Kopp

Fourstar Wealth Advisors, LLC

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About Jessie K Kopp

Jessie Kopp is a registered investment advisor representative at Fourstar Wealth Advisors, LLC. Jessie has been working in the financial services industry since 2019. Jessie holds a Series 65 license, and is registered in Illinois. Jessie specializes in working with high-net-worth individuals, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and individuals other than high-net-worth. Jessie is also registered with Fourstar Wealth Advisors, LLC and has been with the firm since November 2024.

Firm Information

Jessie Kopp 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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Jessie Kopp’s Registration & Firm History

IL

12/10/2024 - Present

Fourstar Wealth Advisors, LLC (CHICAGO IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessie K Kopp.
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