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.

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

Jul 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Chartered Financial Consultant

Exams

S65

First exam

Apr 27, 2019

First registration

Apr 27, 2019

Dual registered

no

Other names

Chad M. Tipps

IAPD individual key

7040444

• Occurred

  Apr 22, 2026
  Advisor changed firm

  Chad Magnus Tipps left Financial Planning Strategies, Llc for Fourstar Wealth Advisors, Llc (registered 2026-03-05)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f365c69f-bb5d-a43e-4d4a-2c501907b255

First observed

Apr 27, 2019

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.