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Bryon E. Martinsen

CRD#: 1621649
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Bryon Edwin Martinsen

Professional summary


Bryon Edwin Martinsen was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Bryon is a previously registered financial professional and started their career in finance in 1987. Prior to being barred, Bryon had worked at 4 firms, which includes FOURSTAR WEALTH ADVISORS LLC, CENTAURUS FINANCIAL INC., THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, EQUITABLE ADVISORS LLC.

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 30, 2022 - September 30, 2022

FOURSTAR WEALTH ADVISORS, LLC

RIA
CRD#: 169613
KINGS PARK, NY
Past

September 22, 2011 - September 16, 2022

CENTAURUS FINANCIAL, INC.

RIA
CRD#: 30833
KINGS PARK, NY
Past

October 7, 1999 - September 16, 2022

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
KINGS PARK, NY
Past

February 5, 1987 - October 11, 1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

February 5, 1987 - October 11, 1999

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

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".
FW
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)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/7/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 1/27/2005
Corporate Securities Limited Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FW
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
50

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 Accounts3,309
AUM (Assets Under Management)$ 1,240,902,908

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
07/29/2025
Cover Page
05/28/2024

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.

Company Information


FOURSTAR WEALTH ADVISORS, LLC

CRD#: 169613

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