Craig Robert Mcwilliams

13 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable Giving

Fourstar Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

41 advisors

Number of Clients

1,314 clients

Average Client Portfolio

$944K average

Assets Under Management

$1.2B

Fee Structure

Location

1 N. Lasalle Street, Suite 2225, Chicago, IL, 60602

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Fourstar Wealth Advisors, LLC

April 2021 - Present · 4 yrs 10 mos

Previous Registrations

Great Point Advisors LLC

April 2018 - December 2018 · 8 mos

Great Point Capital LLCBroker

March 2018 - December 2020 · 2 yrs 9 mos

Corinthian Partners, L.L.C.Broker

November 2017 - March 2018 · 4 mos

Hornor, Townsend & Kent, INC.

February 2017 - September 2017 · 7 mos

Hornor, Townsend & Kent, INC.Broker

May 2016 - September 2017 · 1 yr 4 mos

Northwestern Mutual Investment Services, LLCBroker

November 2015 - April 2016 · 5 mos

Harris Associates Securities L.P.Broker

June 1992 - March 1993 · 9 mos

Euro-Atlantic Securities INC.Broker

March 1992 - September 1992 · 6 mos

Titan/value Equities Group, INC.Broker

December 1989 - February 1990 · 2 mos

Boucher, Oehmke & CompanyBroker

April 1989 - April 1990 · 1 yr

Vanderbilt Securities, INC.Broker

February 1989 - April 1989 · 2 mos

Power Securities CorporationBroker

September 1988 - February 1989 · 5 mos

Blinder, Robinson & CO., INC.Broker

May 1987 - September 1988 · 1 yr 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.