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Alphastar Capital Management CRD 157423
$2.50B regulatory AUM 28 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-07-22 |
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
400 2Nd Street S, #230, Hudson, WI 54016 • United States
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alphastar Capital Management, Llc | Hudson | WI | 09/2022 | Present |
| Principal Wealth Services, Llc | Hudson | WI | 01/2014 | Present |
| Principal Preservation Services, Llc | Hudson | WI | 01/2014 | Present |
(1) Principal Wealth Services, LLC , investment related; Retirement Planning firm; Owner, devotes 80 hours per month. (2) Licensed Insurance Agent (3) Principal Preservation Services, LLC. Non-Investment related. Owner, devotes 80 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-17 |
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