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LP

Luke Pawelkiewicz

FOURSTAR WEALTH ADVISORS
Chicago, IL 60602
Some features on this profile are disabled
CRD#: 5109202
LP

Professional summary


Luke Pawelkiewicz, who also goes by Luke David Pawelkiewicz, is a registered financial advisor currently at FOURSTAR WEALTH ADVISORS, LLC located in Chicago, Illinois.

Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Luke has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Luke David Pawelkiewicz

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) - RIA


Click below to view Luke Pawelkiewicz'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

November 10, 2025 - Present

FOURSTAR WEALTH ADVISORS, LLC

Office #1: 1 N. Lasalle Street Suite 2225, Chicago, IL 60602
RIA
CRD#: 169613
Chicago, IL
Past

June 3, 2023 - July 1, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
CHICAGO, IL
Past

March 17, 2006 - December 31, 2014

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
APPLETON, WI

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.

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
(11/10/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/5/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 6/3/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product 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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 169613Chicago, IL 60602

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