Tucker
Dunn
Fourstar Wealth Advisors, LLC
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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
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
Tucker Dunn Work History
Fourstar Wealth Advisors, LLC
Fieldstone Financial Management Group, LLC
Fieldstone Financial Management Group, LLC
Medone Pharmacy
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
Chicago, IL
Mansfield, MA
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Chicago, IL
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