James R. Mcmiller

FOURSTAR WEALTH ADVISORS

HARTLAND, WI 53023

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CRD#: 1590381

Professional summary

James Robert Mcmiller, who also goes by Jim Mcmiller, is a registered financial advisor currently at FOURSTAR WEALTH ADVISORS, LLC located in Hartland, Wisconsin.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. James has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Mcmiller

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.

1) Kennedy Mining (2) no (3) Pensacola FL (4) Crypto Currency mining and development of facilities (5) Partner (6) Consultant (7) xx (8) 20hrs/mth (9) 1hr/mth (10)consultant

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Robert Mcmiller'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

March 1, 2024 - Present

FOURSTAR WEALTH ADVISORS, LLC

Office #1: 386 Manchester Lane, Hartland, WI 53023

RIA

CRD#: 169613

HARTLAND, WI

Past

August 11, 2022 - February 29, 2024

ADVISORS ON CALL

RIA

CRD#: 315319

Hartland, WI

Past

January 27, 2020 - December 31, 2023

CLARAPHI ADVISORY NETWORK, LLC

RIA

CRD#: 165868

HARTLAND, WI

Past

November 5, 2018 - February 5, 2020

KINGSBURY CAPITAL INVESTMENT ADVISORS LLC

RIA

CRD#: 145658

Hartland, WI

Past

May 4, 2015 - November 23, 2018

TRAC ASSET MANAGEMENT LLC

RIA

CRD#: 170662

HARTLAND, WI

Past

November 18, 2009 - December 1, 2014

NEWBRIDGE SECURITIES CORPORATION

CRD#: 104065

BOCA RATON, FL

Past

September 19, 2006 - August 12, 2009

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

HARTLAND, WI

Past

September 30, 2004 - October 12, 2006

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

HARTLAND, WI

Past

May 19, 1992 - October 1, 2004

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

January 6, 1992 - May 19, 1992

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

CRD#: 5774

Past

June 14, 1990 - January 6, 1992

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BIRMINGHAM, AL

Past

June 9, 1987 - March 26, 1990

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

MINNEAPOLIS, MN

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

Texas
(3/1/2024)

IAR

Wisconsin
(3/1/2024)

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: 4/30/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/31/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/1/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/9/1986

Investment Company Products/Variable Contracts Representative 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

James R. Mcmiller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Robert Mcmiller's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORS ON CALL

CLARAPHI ADVISORY NETWORK, LLC

KINGSBURY CAPITAL INVESTMENT ADVISORS LLC

TRAC ASSET MANAGEMENT LLC

NEWBRIDGE SECURITIES CORPORATION

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

WOODBURY FINANCIAL SERVICES, INC.

SUNAMERICA SECURITIES, INC.

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

FOURSTAR WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/30/2015

Series 63

Date: 7/31/1987

SIE

Date: 12/1/2014

Series 6

Date: 12/9/1986

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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