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RIA / WealthAdvisor33 years in industry

KENNETH SCOTT ROBERTS

Advisor at FOURSTAR WEALTH ADVISORS, LLC

CHICAGO, IL | Reno, NV

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Search this name across graphsid dfx:ria:bd87b495-8f28-417e-00c6-112dc44c067a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FOURSTAR WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 6, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Oct 6, 1992
First registration: Mar 29, 2001
Dual registered: no
IAPD individual key: 2275718

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FOURSTAR WEALTH ADVISORS, LLC	Independent wealth	Dec 16, 2020	n/a	yes	Reno, NV\|CHICAGO, IL	Current employment
IWC ASSET MANAGEMENT LLC	Independent wealth	Jun 29, 2017	Dec 31, 2020	no	Truckee, CA\|PLEASANTON, CA\|RENO, NV	Previous registration
CONCERT WEALTH MANAGEMENT	Former SEC adviser	Sep 11, 2014	Apr 20, 2015	no	RENO, NV\|SAN JOSE, CA	Previous registration
WESPAC ADVISORS, LLC	Other adviser	Aug 27, 2012	Jun 1, 2017	no	RENO, NV	Previous registration
FUSION ASSET MANAGEMENT, LLC	Former SEC adviser	Mar 6, 2008	Dec 31, 2012	no	RENO, NV	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Mar 29, 2001	Apr 19, 2004	no	INCLINE VILLAGE, NV	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
IWC ASSET MANAGEMENT LLC	FOURSTAR WEALTH ADVISORS, LLC	Dec 31, 2020	Dec 16, 2020	-15	Firm change	RIA to RIA
WESPAC ADVISORS, LLC	CONCERT WEALTH MANAGEMENT	Jun 1, 2017	Sep 11, 2014	-994	Firm change after gap	Other
CONCERT WEALTH MANAGEMENT	IWC ASSET MANAGEMENT LLC	Apr 20, 2015	Jun 29, 2017	801	Firm change after gap	Other
FUSION ASSET MANAGEMENT, LLC	WESPAC ADVISORS, LLC	Dec 31, 2012	Aug 27, 2012	-126	Firm change after gap	Other
A. G. EDWARDS & SONS, INC.	FUSION ASSET MANAGEMENT, LLC	Apr 19, 2004	Mar 6, 2008	1,417	Firm change after gap	Other

Relationships

Registered with (6)

→ FOURSTAR WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Dec 16, 2020 to presentfactForm ADV
→ IWC ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 29, 2017 to Dec 31, 2020factForm ADV
→ WESPAC ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 27, 2012 to Jun 1, 2017factForm ADV
→ CONCERT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 11, 2014 to Apr 20, 2015factForm ADV
→ FUSION ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 6, 2008 to Dec 31, 2012factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Mar 29, 2001 to Apr 19, 2004factForm ADV

Dated events

No dated event names this entity yet.