Dan
Sklar

Fourstar Wealth Advisors, LLC

CRD#4072419
Investment Advisor
in Chicago, IL

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About this Advisor

Dan Sklar is a financial advisor based in Chicago, Illinois, working with Fourstar Wealth Advisors, LLC. Dan has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, UBS Financial Services Inc, Cetera Advisor Networks LLC, Cetera Investment Advisers, and Fourstar Wealth Advisors, LLC. Dan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Dan 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 63, Series 66

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

Dan Sklar Work History

2024 - Present (1 year)

Fourstar Wealth Advisors, LLC

2023 - 2024 (1 year)

Cetera Advisor Networks LLC

2023 - 2024 (1 year)

Cetera Investment Advisers

2015 - 2015 (< 1 year)

Ubs Financial Services Inc

2015 - 2023 (8 years)

Ubs Financial Services Inc

2005 - 2015 (10 years)

Charles Schwab & Co., Inc

2005 - 2015 (10 years)

Charles Schwab Bank

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Disclosures

Please visit the SEC profile of Dan Sklar 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

Karen Harting
Mansfield, MA
Mark Harmon
Chicago, IL
Christopher Reardon
Chicago, IL
Marc Lawrence
Chicago, IL
Brian Kasal
Chicago, IL
Craig Mcwilliams
Chicago, IL
Tucker Dunn
Chicago, IL
Liam Duffy
Wheaton, 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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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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