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Kurt J Mogilnicki

Fourstar Wealth Advisors, LLC

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About Kurt J Mogilnicki

Kurt Mogilnicki is an Investment Advisor Representative at Fourstar Wealth Advisors, LLC and has been in the financial services industry for over 10 years. Kurt holds his Series 66, SIE, and Series 7 licenses and has extensive experience in providing financial planning, portfolio management, and investment advisory services. Kurt has been affiliated with Fourstar Wealth Advisors since 2019. Prior to that, Kurt was with Commonwealth Financial Network and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kurt is committed to helping individuals and families achieve their financial goals.

Firm Information

Kurt Mogilnicki 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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Kurt Mogilnicki’s Registration & Firm History

MA

12/13/2019 - Present

Fourstar Wealth Advisors, LLC (Barnstable MA)

MA

05/23/2017 - 06/14/2019

COMMONWEALTH FINANCIAL NETWORK (HYANNIS MA)

MA

10/30/2015 - 01/04/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HYANNIS MA)

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Licenses & Designations

BOTH

Issued 12/14/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kurt J Mogilnicki. Review regulatory record here.
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