Edward G. Kollada

FOURSTAR WEALTH ADVISORS

Chicago, IL 60602

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CRD#: 1778938

Professional summary

Edward George Kollada JR, CFP® is a registered financial advisor currently at FOURSTAR WEALTH ADVISORS, LLC located in Chicago, Illinois.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Edward has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 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.

01/1/2015 - Elite Wealth Partners, Inc - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA/Insurance - Owner/President - Start Date - 02/01/2022 - 10 Hours Per Month/10 Hours During Securities Trading - Elite Wealth Partners, Inc - CPA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward George Kollada JR'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®

CFP^®

Certified Financial Planner

Experience

Current

January 19, 2024 - Present

FOURSTAR WEALTH ADVISORS, LLC

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

RIA

CRD#: 169613

Chicago, IL

Past

April 2, 2019 - December 26, 2023

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

Shorewood, IL

Past

April 1, 2019 - January 11, 2024

LPL FINANCIAL LLC

CRD#: 6413

CHICAGO, IL

Past

April 19, 2016 - April 1, 2019

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Deerfield, IL

Past

September 2, 2011 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

Shorewood, IL

Past

September 2, 2011 - April 1, 2019

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Shorewood, IL

Past

March 4, 2011 - September 6, 2011

AUSDAL FINANCIAL PARTNERS, INC.

CRD#: 7995

RIVERWOODS, IL

Past

November 5, 2010 - September 6, 2011

AUSDAL FINANCIAL PARTNERS, INC.

RIA

CRD#: 7995

RIVERWOODS, IL

Past

March 3, 2008 - November 4, 2008

NRP ADVISORS, INC.

RIA

CRD#: 141430

NORTHBROOK, IL

Past

February 6, 2008 - October 16, 2008

NRP FINANCIAL, INC.

RIA

CRD#: 103717

NORTHBROOK, IL

Past

February 6, 2008 - November 4, 2008

NRP FINANCIAL, INC.

CRD#: 103717

NORTHBROOK, IL

Past

November 21, 2005 - December 20, 2006

SECURITIES AMERICA, INC.

CRD#: 10205

RIVERWOODS, IL

Past

February 3, 2000 - November 28, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

September 24, 1999 - February 3, 2000

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

March 20, 1997 - September 17, 1999

OGILVIE SECURITY ADVISORS CORPORATION

CRD#: 10105

CHICAGO, IL

Past

October 25, 1994 - April 4, 1995

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

Past

December 22, 1987 - November 4, 1992

LEHMAN BROTHERS INC.

CRD#: 7506

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".

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
(1/19/2024)

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: 7/24/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/6/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 2/8/1988

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 12/19/1987

General Securities 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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Edward G. Kollada

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward George Kollada JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL RETIREMENT PARTNERS LLC

LPL FINANCIAL LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

AUSDAL FINANCIAL PARTNERS, INC.

AUSDAL FINANCIAL PARTNERS, INC.

NRP ADVISORS, INC.

NRP FINANCIAL, INC.

NRP FINANCIAL, INC.

SECURITIES AMERICA, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

OGILVIE SECURITY ADVISORS CORPORATION

CETERA FINANCIAL SPECIALISTS LLC

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

FOURSTAR WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/24/1992

Series 63

Date: 1/6/1988

SIE

Date: 10/1/2018

Series 3

Date: 2/8/1988

Series 7

Date: 12/19/1987

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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