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Chad Magnus Tipps

Investment adviser representative at Fourstar Wealth Advisors, LLC
12 yearsExperience
2 statesRegistered in
ChFC®Designation
$1.4BFirm assets

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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

12 years in the industry.

  1. Fourstar Wealth Advisors, LLCMar 2026 to now
  2. Financial Planning StrategiesJul 2017 to now
  3. Charis Christian CenterJul 2014 to Feb 2020

Designations

  • ChFC®

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 2 states (CO, TX).

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
7040444
Firm CRD
169613
Advisor's SEC record (opens in a new tab)
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