Tucker
Dunn

Fourstar Wealth Advisors, LLC

CRD#6906284
Investment Advisor
in Chicago, IL

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About this Advisor

Tucker Dunn is a financial advisor based in Chicago, Illinois, working with Fourstar Wealth Advisors, LLC. Tucker has previously held positions at Medone Pharmacy, Virginia Tech, Fieldstone Financial Management Group, LLC, and Fourstar Wealth Advisors, LLC. Tucker has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, Tucker 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

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1 N. Lasalle Street Suite 2225
Chicago, IL 60602

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Fourstar Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,018,874,410

IL Average: $6,674,516,078
Total Number of Employees

43

IL Average: 44
Total Number of Accounts

2,940

IL Average: 2,564
Average Account Size

$346,556

IL Average: $2,603,165

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

Tucker Dunn Work History

2019 - Present (5 years)

Fourstar Wealth Advisors, LLC

2017 - 2019 (2 years)

Fieldstone Financial Management Group, LLC

2016 - 2017 (1 year)

Fieldstone Financial Management Group, LLC

2013 - 2016 (3 years)

Medone Pharmacy

2013 - 2017 (4 years)

Virginia Tech

Disclosures

Please visit the SEC profile of Tucker Dunn 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

Christopher Reardon
Chicago, IL
Karen Harting
Mansfield, MA
Mark Harmon
Chicago, IL
Brian Kasal
Chicago, IL
Marc Lawrence
Chicago, IL
Richard English
Arlington, TX
John Walsh
Chicago, IL
Edward Munoz
Sparta, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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