EK
CFP
EK
CFP

Edward George Kollada

28 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable Giving
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

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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.

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Other Business ActivitiesSells Insurance

Edward is the owner and president of Elite Wealth Partners, Inc., where he works as a CPA providing tax preparation, accounting, and insurance services. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Global Retirement Partners LLC
April 2019 - December 2023 · 4 yrs 8 mos
LPL Financial LLCBroker
April 2019 - January 2024 · 4 yrs 9 mos
Kestra Advisory Services, LLC
April 2016 - April 2019 · 3 yrs
Kestra Investment Services, LLCBroker
September 2011 - April 2019 · 7 yrs 7 mos
NFP Advisor Services, LLC
September 2011 - September 2016 · 5 yrs
Ausdal Financial Partners, INC.Broker
March 2011 - September 2011 · 6 mos
Ausdal Financial Partners, INC.
November 2010 - September 2011 · 10 mos
Nrp Advisors, INC.
March 2008 - November 2008 · 8 mos
Nrp Financial, INC.Broker
February 2008 - November 2008 · 9 mos
Nrp Financial, INC.
February 2008 - October 2008 · 8 mos
Securities America, INC.Broker
November 2005 - December 2006 · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
February 2000 - November 2003 · 3 yrs 9 mos
Linsco/private Ledger CORP.Broker
September 1999 - February 2000 · 5 mos
Ogilvie Security Advisors CorporationBroker
March 1997 - September 1999 · 2 yrs 6 mos
Terra Securities CorporationBroker
October 1994 - April 1995 · 6 mos
Lehman Brothers INC.Broker
December 1987 - November 1992 · 4 yrs 11 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.