Tammy Lynn Roman
Investment adviser representative at Fourstar Wealth Advisors, LLC
28 yearsExperience
1 stateRegistered in
$1.4BFirm assets
9 yearsFirm in business
Are you Tammy Lynn Roman? Claim your profile
Contact this firm
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
28 years in the industry.
- Fourstar Wealth Advisors, LLCJun 2023 to now
- (tbd)May 1998 to now
- Byline BankOct 2016 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2024
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
- 5234659
- Firm CRD
- 169613