John
Walsh
Fourstar Wealth Advisors, LLC
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About this Advisor
John Walsh is a financial advisor based in Chicago, Illinois, working with Fourstar Wealth Advisors, LLC. John has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Oppenheimer & Co. Inc, Fourstar Wealth Advisors LLC, and Realta Equities, Inc. John has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, John is part of Fourstar Wealth Advisors, LLC, which operates out of Chicago, Illinois. The firm has 25 offices and 43 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. The fee structure at Fourstar Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fourstar Wealth Advisors, LLC Brokerage Details
$1,018,874,410
43
2,940
$346,556
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
John Walsh Work History
Realta Equities, Inc
Fourstar Wealth Advisors LLC
Oppenheimer & Co. Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley
Disclosures
Please visit the SEC profile of John Walsh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fourstar Wealth Advisors, LLC
Chicago, IL
Chicago, IL
Chicago, IL
Mansfield, MA
Chicago, IL
Sparta, NJ
Suwanee, GA
Chicago, IL
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