Bryce Grahn, financial advisor Overland Park KS

Bryce Grahn

CRD Number: 7704683
Current Firm: Lexaurum Advisors

Bryce Grahn (CRD# 7704683) is an Investment Advisor Representative working at Lexaurum Advisors in Overland Park, KS and has 1 year of experience in the finance industry.

Similar Advisors
James Claiborne, financial advisor Overland Park KS
James C. Claiborne
CRD# 2074636
Financial Partners Group, Inc.
Similar Advisors
Glenn Able, financial advisor Overland Park KS
Glenn P. Able
CRD# 1380183
Creative Planning
Similar Advisors
Michael Abramson, financial advisor Overland Park KS
Michael N. Abramson
CRD# 5216324
Mariner Wealth
Company Name Location Dates Years
Lexaurum Advisors, LLC Overland Park, KS Feb 2023 - Current 1
Salt Fork Fencing & Construction Claude, TX Aug 2022 - Jan 2023 < 1
Not Employed Pittsburg, KS Jun 2022 - Jul 2022 < 1
Pittsburg State University Pittsburg, KS Aug 2019 - May 2022 2
Herring Bank Clarendon, TX Jun 2021 - Jul 2021 < 1
Not Employed Pittsburg, KS Aug 2019 - May 2021 1
Herring Bank Clarendon, TX Jun 2019 - Jul 2019 < 1
Southwestern College Winfield, KS Aug 2017 - May 2019 1
Not Employed Clarendon, TX Mar 2013 - Jul 2017 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2023
Contact Info for Bryce L. Grahn
Phone Number: 913-261-9316
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    784
    MILLIONS
  • Total Number of Accounts
    4,018
    ACCOUNTS
  • Average Account Value
    $195,184
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.