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Casey Alan Bright

Fourstar Wealth Advisors, LLC

Lexington, KY

Chicago, IL

CRD 6272561

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Employer firm

Fourstar Wealth Advisors, LLC CRD 169613

$1.42B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fourstar Wealth Advisors, Llc

1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-01-03
  • KY RA
    APPROVED
    Since 2025-01-03

Branch Locations

2416 Greatstone Point, Lexington, KY 40504 • United States

1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 12/2013 02/2023
Lpl Financial Lexington KY 02/2023 11/2024
Fourstar Wealth Advisors, Llc Lexington KY 11/2024 Present
Previous Registrations
  • 2023-02-10 → 2024-12-06
    Lexington, KY
    Lexington, KY
    San Diego, CA
  • 2014-03-24 → 2023-02-05
    Lexington, KY
    Lexington, KY
    St Louis, MO
    Lexington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-25
  • S66 Uniform Combined State Law Examination
    2014-01-25
Designations
  • Certified Financial Planner

View on SEC IAPD

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