Laura Patricia Swanson
Investment adviser representative at Fourstar Wealth Advisors, LLC
5 yearsExperience
1 stateRegistered in
$1.4BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
5 years in the industry.
- Realta Equities, Inc.Oct 2020 to now
- Fourstar Insurance Services. LLCJun 2015 to now
- Fourstar Wealth Advisors, LLCApr 2015 to now
- Great Point Capital, LLCJan 2020 to Sep 2020
- Purshe Kaplan Sterlings InvestmentsNov 2017 to Mar 2018
- Cabot Lodge Securities LLCDec 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (IL).
Fourstar Wealth Advisors, LLC
$1.4BAssets managed
1,798Clients
44Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1999208
- Firm CRD
- 169613