Kenneth
Roberts

Fourstar Wealth Advisors, LLC

CRD#2275718
Investment Advisor
in Reno, NV

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About this Advisor

Kenneth Roberts is a financial advisor based in Reno, Nevada, working with Fourstar Wealth Advisors, LLC. Kenneth has previously held positions at America Matters Media, Wespac Advisors, LLC, Universal Value Advisors (Uva), Concert Wealth Management, Inc, Iwc Asset Management, LLC, and Fourstar Wealth Advisors, LLC. Kenneth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Nevada. Currently, Kenneth is part of Fourstar Wealth Advisors, LLC, which operates out of Reno, Nevada. 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 63, Series 65

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 E Liberty Street
Reno, NV 89501

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Fourstar Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,018,874,410

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

43

NV Average: 44
Total Number of Accounts

2,940

NV Average: 2,564
Average Account Size

$346,556

NV 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

Kenneth Roberts Work History

2020 - Present (5 years)

Fourstar Wealth Advisors, LLC

2014 - Present (11 years)

America Matters Media

2017 - 2020 (3 years)

Iwc Asset Management, LLC

2014 - 2014 (< 1 year)

Universal Value Advisors (Uva)

2014 - 2015 (1 year)

Concert Wealth Management, Inc

2006 - 2017 (11 years)

Wespac Advisors, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kenneth Roberts 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

Mark Harmon
Chicago, IL
Christopher Reardon
Chicago, IL
Marc Lawrence
Chicago, IL
Karen Harting
Mansfield, MA
Brian Kasal
Chicago, IL
Catherine Bearce
Andover, MA
Edward Munoz
Sparta, NJ
Craig Mcwilliams
Chicago, IL

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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