J. Matheis (CRD# 869179) is an Investment Advisor Representative working at Lexaurum Advisors in Overland Park, KS and has over 41 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Lexaurum Advisors, Lcc | Overland Park, KS | Oct 2021 - Current | 2 |
Vista Wealth Management, Inc. | Overland Park, KS | Aug 2013 - Nov 2021 | 8 |
Union Capital Company | Tucson, AZ | Jul 2018 - Oct 2021 | 3 |
High Ridge Futures, Llc (f/k/a Vision Financial Markets, Llc) | Overland Park, KS | Nov 2011 - Jun 2019 | 7 |
Berthel Fisher & Company Financial Services, Inc. | Marion, IA | Feb 2008 - Jul 2018 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1982 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- KS
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Total Assets Under Management784MILLIONS
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Total Number of Accounts4,018ACCOUNTS
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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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