Ian Starkel

STARKEL WEALTH ADVISORS

SPRINGFIELD, MO 65806

Some features on this profile are disabled

CRD#: 6315472

Professional summary

Ian Starkel, who also goes by Ian J Starkel, Ian Starkel, is a registered financial advisor currently at STARKEL WEALTH ADVISORS, LLC located in Springfield, Missouri.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ian has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ian J Starkel | Ian Starkel

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Starkel's 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

May 18, 2023 - Present

STARKEL WEALTH ADVISORS, LLC

Office #1: 901 E Saint Louis St Suite 1002, Springfield, MO 65806

RIA

CRD#: 326311

SPRINGFIELD, MO

Past

September 12, 2022 - September 15, 2022

NEWBRIDGE SECURITIES CORPORATION

CRD#: 104065

BOCA RATON, FL

Past

April 1, 2020 - September 9, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SAN DIEGO, CA

Past

February 25, 2020 - September 8, 2022

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SAN DIEGO, CA

Past

March 6, 2017 - February 8, 2020

TD AMERITRADE, INC.

RIA

CRD#: 7870

SAN DIEGO, CA

Past

March 6, 2017 - February 8, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

SAN DIEGO, CA

Past

February 8, 2017 - February 8, 2020

TD AMERITRADE, INC.

CRD#: 7870

SAN DIEGO, CA

Past

May 3, 2014 - December 22, 2016

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WINDSOR, CO

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

California
(5/18/2023)

IAR

Florida
(3/7/2025)

IAR

Missouri
(5/6/2024)

IAR

Nebraska
(6/6/2024)

IAR

Texas
(9/12/2025)

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 66

Date: 3/3/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/13/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/7/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/2/2014

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/14/2019

General Securities Principal Examination

Current Firm

STARKEL WEALTH ADVISORS, LLC

CRD#: 326311 / SEC#:

California

Registered Investment Advisory firm - (5/18/2023 Approved)

Florida

Registered Investment Advisory firm - (3/7/2025 Approved)

Missouri

Registered Investment Advisory firm - (5/6/2024 Approved)

Nebraska

Registered Investment Advisory firm - (6/5/2024 Approved)

Texas

Registered Investment Advisory firm - (9/12/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

901 E Saint Louis St Suite 1002, Springfield, MO 65806

Mailing Address

Phone number

(417) 708-7400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	102
AUM (Assets Under Management)	$ 20,624,220

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.

Similar Advisors

Jeremy Clark

PFS INVESTMENTS INC.

IAR

Springfield, MO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ian Starkel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Starkel's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWBRIDGE SECURITIES CORPORATION

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

WELLS FARGO CLEARING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/3/2017

Series 63

Date: 5/13/2014

SIE

Date: 10/1/2018

Series 7

Date: 2/7/2017

Series 6

Date: 5/2/2014

Series 24

Date: 2/14/2019

Current Firm

STARKEL WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STARKEL WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors