Advisors at this firm
Corey H
Series 65
Leander, TX
Ankerstar Wealth, LLC
Corey Hinkle is a financial advisor at Ankerstar Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked with Round Rock ISD since 2014. Outside of advising, he is involved in part-time sports broadcasting as a subcontractor. Ankerstar Wealth, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses model portfolios and Riskalyze-based risk assessments to manage discretionary accounts, employing diverse strategies including fundamental, technical, and cyclical analysis, as well as options and margin trading.
Jaden V
Series 65
Leander, TX
Ankerstar Wealth, LLC
Jaden Verrico is a financial advisor at Ankerstar Wealth, LLC with four years of industry experience. He holds the Series 65 designation and has been with Ankerstar Wealth since 2022. Outside of his advisory role, a principal at the firm engages in part-time sports broadcasting as a subcontractor. Ankerstar Wealth, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, and business entities. The firm uses model portfolios and Riskalyze-based risk assessments to manage accounts, employing a range of strategies including long- and short-term trading, options, and margin within separately managed accounts.
Steven A
CFP®, Series 65
Leander, TX
Ankerstar Wealth, LLC
Steven Ankerstar is a CFP® professional with 11 years of industry experience, currently serving at Ankerstar Wealth, LLC. He has worked at the firm since 2014 and also provides real-time sports statistics support for live TV broadcasts on an as-needed basis. Ankerstar Wealth, LLC offers investment advisory and financial planning services primarily to individuals, high-net-worth clients, and business entities, using a range of analysis methods and strategies, including discretionary portfolio management based on documented risk tolerance.
Michael Y
Series 65
Leander, TX
Ankerstar Wealth, LLC
Michael Younkman is a financial advisor at Ankerstar Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at SmileDirectClub and Humana. Outside of his advisory role, he serves as a pulpit supply pastor for various churches in Cincinnati. Ankerstar Wealth, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a range of strategies including discretionary portfolio management based on model portfolios and Riskalyze risk scoring, using multiple analysis methods and instruments such as options and margin.
Michael C
Series 65
Leander, TX
Ankerstar Wealth, LLC
Michael Chisum is a financial advisor at Ankerstar Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously in education and as a driver for Uber Technologies. Outside of advising, he is a freelance violinist and competes as a member of the Professional Putters Association. Ankerstar Wealth, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses model portfolios combined with Riskalyze-based risk assessments and employs a variety of strategies including derivatives and margin within discretionary account management.
Joel H
CFP®, Series 65
Summerlin, NV
Ankerstar Wealth, LLC
Joel Hanson is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Ankerstar Wealth, LLC since 2022 and previously worked at BAE Systems and served in the U.S. Air Force. Outside of advisory work, he is involved in part-time sports broadcasting as a subcontractor. Ankerstar Wealth, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, and business entities. The firm utilizes a range of strategies including model portfolios, Riskalyze-based risk assessments, and various trading techniques, managing accounts mostly on a discretionary basis.