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1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-05 |
| TX | RA | APPROVED | 2026-03-05 |
Branch Locations
6645 Delmonico Blvd, Colorado Springs, CO 80919 • United States
1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planning Strategies | Colorado Springs | CO | 07/2017 | Present |
| Charis Christian Center | Colorado Springs | CO | 07/2014 | 02/2020 |
| Fourstar Wealth Advisors, Llc | Colorado Springs | CO | 03/2026 | Present |
Financial Planning Strategies, LLC; Investment Related; 5145 Hopner Ct, Colorado Springs, CO 80919; RIA; 10% LLC Member; 07/2017; 248hrs/248hrs; Financial Advisor, Wealth Planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-27 |
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