Richard Schaufert (CRD# 1186549) is an Investment Advisor Representative working at Lexaurum Advisors in Fairfield, TX and has over 40 years of experience in the finance industry.
CRD# 5476449
Grand Arbor Advisors
CRD# 2321458
Edward Jones
CRD# 4275859
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lexaurum Advisors, LLC | Overland Park, KS | Dec 2019 - Current | 4 |
| The Kirkwood Group, Inc. | Fairfield, TX | Apr 2003 - Current | 21 |
| Brokers International Financial Services, LLC | Urbandale, IA | Dec 2019 - Jun 2022 | 2 |
| Cetera Advisor Networks LLC | Fairfield, TX | Sep 2019 - Dec 2019 | < 1 |
| Summit Financial Group Inc. | Boca Raton, FL | Sep 2016 - Dec 2019 | 3 |
| Summit Brokerage Services, Inc. | Fairfield, TX | Sep 2016 - Sep 2019 | 3 |
| Vsr Advisory Services | Overland Park, KS | Aug 2007 - Sep 2016 | 9 |
| Vsr Financial Services, Inc. | Overland Park, KS | Apr 2003 - Sep 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1984 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1996 |
- TX
-
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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