Brian L. Kasal

FOURSTAR WEALTH ADVISORS

Chicago, IL 60602

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CRD#: 1228369

Professional summary

Brian Lance Kasal is a registered financial advisor currently at FOURSTAR WEALTH ADVISORS, LLC located in Chicago, Illinois.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Brian has worked at 7 firms and has passed the Series 65, Series 63, Series 31, Series 15, Series 5, Series 3, Series 7, Series 6, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

FourStar Insurance Services, LLC; it is not investment-related; located at 351 West Hubbard, Suite 420, Chicago, Illinois; the business is insurance sales; I am the CEO; I began this business in June 2015; I spend 20 hours per month on this business, all during trading hours; my duties include developing business strategy, affiliation and development.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Lance Kasal's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 17, 2014 - Present

FOURSTAR WEALTH ADVISORS, LLC

Office #1: 1 N. Lasalle Street Suite 2225, Chicago, IL 60602

RIA

CRD#: 169613

Chicago, IL

Past

June 1, 2009 - July 7, 2014

MORGAN STANLEY

RIA

CRD#: 149777

CHICAGO, IL

Past

June 1, 2009 - July 7, 2014

MORGAN STANLEY

CRD#: 149777

CHICAGO, IL

Past

April 27, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

CHICAGO, IL

Past

April 24, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

CHICAGO, IL

Past

September 20, 2006 - May 4, 2009

WILLIAM BLAIR

RIA

CRD#: 1252

CHICAGO, IL

Past

December 13, 1993 - May 4, 2009

WILLIAM BLAIR

CRD#: 1252

CHICAGO, IL

Past

April 16, 1987 - January 6, 1994

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

August 8, 1984 - April 30, 1987

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Past

January 6, 1984 - April 3, 1984

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC

CRD#: 169613 / SEC#: 801-110467

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

Illinois

Registered Investment Advisory firm - (4/21/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(9/17/2014)

IAR

New Hampshire
(9/16/2025)

IAR

Texas
(9/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/11/1991

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/6/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 4/22/2011

Futures Managed Funds Examination

General Industry/Product Exam

Series 15

Date: 12/10/1985

Foreign Currency Options Examination

General Industry/Product Exam

Series 5

Date: 11/13/1985

Interest Rate Options Examination

General Industry/Product Exam

Series 3

Date: 10/25/1985

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/18/1984

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/3/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 4

Date: 4/19/2004

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 2/14/2001

General Securities Principal Examination

Current Firm

FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC

CRD#: 169613 / SEC#: 801-110467

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

Illinois

Registered Investment Advisory firm - (4/21/2017 Terminated)

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Contact information

Main Address

1 N. Lasalle Street Suite 2225, Chicago, IL 60602

Mailing Address

Phone number

(312) 667-1750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,309
AUM (Assets Under Management)	$ 1,240,902,908

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/29/2025	Cover Page	Report
05/28/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Brian L. Kasal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Lance Kasal's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

WILLIAM BLAIR

WILLIAM BLAIR

LEHMAN BROTHERS INC.

UBS FINANCIAL SERVICES INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

FOURSTAR WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/11/1991

Series 63

Date: 9/6/1984

Series 31

Date: 4/22/2011

Series 15

Date: 12/10/1985

Series 5

Date: 11/13/1985

Series 3

Date: 10/25/1985

Series 7

Date: 8/18/1984

Series 6

Date: 1/3/1984

Series 4

Date: 4/19/2004

Series 24

Date: 2/14/2001

Current Firm

FOURSTAR WEALTH ADVISORS, LLC

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FOURSTAR WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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