Lexaurum Advisors, LLC

Lexaurum Advisors, LLC (CRD# 283653) is a financial advisory firm headquartered in Overland Park, KS. They manage $297,700,000 in 1,958 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    298
    MILLION
  • Total Number of Accounts
    1,958
    ACCOUNTS
  • Average Account Value
    $152,043
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IA, IN, KS, MD, MO, NE, NY, OH, OK, TX, VA, WI

Financial Advisors at Lexaurum Advisors, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Michael J. Carpenter
CRD#: 2435428
92 N. Court Street, Suite 101, Athens, OH 45701
96
Wealthminder
score

Michael Carpenter (CRD# 2435428) is an Investment Advisor Representative working at Lexaurum Advisors, LLC in Athens, OH and has over 17 years of experience in the finance industry. Michael Carpenter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Steven W. Ellis
CRD#: 1574466
6964 South 69th East Avenue, Tulsa, OK 74133
96
Wealthminder
score

Steven Ellis (CRD# 1574466) is an Investment Advisor Representative working at Lexaurum Advisors, LLC in Tulsa, OK and has over 23 years of experience in the finance industry. Steven Ellis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Peter W. Hughes
CRD#: 4216340
6731 W 121st Street, Suite 227, Overland Park, KS 66209
96
Wealthminder
score

Peter Hughes (CRD# 4216340) is an Investment Advisor Representative working at Lexaurum Advisors, LLC in Overland Park, KS and has over 17 years of experience in the finance industry.

4
Edna Kowitz
CRD#: 4230595
6731 W 121st Street, Suite 227, Overland Park, KS 66209
96
Wealthminder
score

Edna Kowitz (CRD# 4230595) is an Investment Advisor Representative working at Lexaurum Advisors, LLC in Overland Park, KS and has over 17 years of experience in the finance industry.

5
John D. Sullivan
CRD#: 2926996
6731 W 121st Street, Suite 227, Overland Park, KS 66209
96
Wealthminder
score

John Sullivan (CRD# 2926996) is an Investment Advisor Representative working at Lexaurum Advisors, LLC in Overland Park, KS and has over 20 years of experience in the finance industry. John Sullivan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Robert A. Wiley
CRD#: 4505896
6165 Nw 86th Street, Johnston, IA 50131
96
Wealthminder
score

Robert Wiley (CRD# 4505896) is an Investment Advisor Representative working at Lexaurum Advisors, LLC in Johnston, IA and has over 16 years of experience in the finance industry. Robert Wiley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Ronald B. Adrian
CRD#: 1516688
Leawood, KS
93
Wealthminder
score

Ronald Adrian (CRD# 1516688) is an Investment Advisor Representative working at Lexaurum Advisors, LLC in Leawood, KS and has over 31 years of experience in the finance industry.

8
Ward N. Kinne
CRD#: 2333824
6731 W 121st Street, Suite 227, Overland Park, KS 66209
93
Wealthminder
score

Ward Kinne (CRD# 2333824) is an Investment Advisor Representative working at Lexaurum Advisors, LLC in Overland Park, KS and has over 22 years of experience in the finance industry.

9
Stan R. Rickner
CRD#: 2327753
6731 W 121st Street, Suite 227, Overland Park, KS 66209
93
Wealthminder
score

Stan Rickner (CRD# 2327753) is an Investment Advisor Representative working at Lexaurum Advisors, LLC in Overland Park, KS and has over 24 years of experience in the finance industry.

10
Virginia B. Shields
CRD#: 5068073
6731 W 121st Street, Suite 227, Overland Park, KS 66209
93
Wealthminder
score

Virginia Shields (CRD# 5068073) is an Investment Advisor Representative working at Lexaurum Advisors, LLC in Overland Park, KS and has over 10 years of experience in the finance industry.

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