Bryce Littler (CRD# 7363969) is an Investment Advisor Representative working at Lexaurum Advisors in Ankeny, IA and has over 3 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthcharter Retirement | Ankeny, IA | Sep 2022 - Current | 1 |
| Hk Solutions Group | Des Moines, IA | Jan 2021 - Aug 2023 | 2 |
| Principal Financial Group | Des Moines, IA | May 2022 - Aug 2022 | < 1 |
| Wealthcharter Retirement | Ankeny, IA | May 2021 - Aug 2021 | < 1 |
| Unemployed | Guthrie Center, IA | Aug 2020 - May 2021 | < 1 |
| Guthrie County State Bank | Guthrie Center, IA | Jan 2020 - Aug 2020 | < 1 |
| Adair-casey/guthrie Center Lsd | Guthrie Center, IA | Aug 2012 - May 2020 | 7 |
| Jason Roberts, LLC | Adair, IA | Apr 2013 - Dec 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- IA
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Total Assets Under Management784MILLIONS
-
Total Number of Accounts4,018ACCOUNTS
-
Average Account Value$195,184
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, DC, DE, FL, IA, IL, KS, LA, MD, MI, MN, MO, NC, NE, NY, OH, OK, OR, PA, SC, SD, TX, VA, WA, WI
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