Kenneth Scott Roberts
Investment adviser representative at Fourstar Wealth Advisors, LLC
20 yearsExperience
2 statesRegistered 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
20 years in the industry.
- Fourstar Wealth Advisors, LLCDec 2020 to now
- America Matters MediaJan 2014 to now
- Iwc Asset Management, LLCJun 2017 to Dec 2020
- Wespac Advisors, LLCSep 2006 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
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
- 2275718
- Firm CRD
- 169613