Laura
Swanson
Fourstar Wealth Advisors, LLC
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About this Advisor
Laura Swanson is a financial advisor who works out of Chicago, Illinois with a total of 8 years of industry experience. Swanson is on the advisory team at Fourstar Wealth Advisors, LLC. Swanson has gained experience at Fourstar Wealth Advisors, LLC, Waddell & Reed, Fourstar Brokerage Services, LLC, Fourstar Insurance Services. LLC, Cabot Lodge Securities LLC, Purshe Kaplan Sterlings Investments, Great Point Capital, LLC and Coastal Equities, Inc. Swanson maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in Illinois. Fourstar Wealth Advisors, LLC is a company based in Chicago, IL. The company has offices in 13 locations and a total of 29 people on staff. It has $677 million in assets between its 1,035 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 1,035 customer accounts, 18% belong to high-net-worth investors who have greater than $1 million in investable assets. Fourstar Wealth Advisors, LLC provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services are offered. Fee types billed by Fourstar Wealth Advisors, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fourstar Wealth Advisors, LLC Brokerage Details
$677,126,448
29
1,035
$654,228
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Laura Swanson Work History
Laura has been registered as a financial advisor for 8 years.*
Coastal Equities, Inc
Fourstar Wealth Advisors, LLC
Fourstar Insurance Services. LLC
Great Point Capital, LLC
Purshe Kaplan Sterlings Investments
Cabot Lodge Securities LLC
Fourstar Brokerage Services, LLC
Waddell & Reed
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Laura Swanson 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
Reno, NV
Chicago, IL
Las Vegas, NV
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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