Jessie K Kopp

1 Year 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

December 2024 - Present · 1 yr 2 mos

Previous Registrations

Curi Rmb Capital, LLC

June 2024 - August 2024 · 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.