Lexaurum Advisors
Lexaurum Advisors (CRD# 283653) is a financial advisory firm headquartered in Overland Park, KS. They manage $604,128,786 in 3,466 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management604MILLION
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Total Number of Accounts3,466ACCOUNTS
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Average Account Value$174,301
- 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
AR, AZ, CA, DC, FL, IA, IL, KS, LA, MD, MI, MN, MO, NC, NE, NY, OH, OK, OR, PA, SC, SD, TX, VA, WA, WI
Ronald Adrian (CRD# 1516688) is an Investment Advisor Representative working at Lexaurum Advisors in Leawood, KS and has over 37 years of experience in the finance industry.
Karen Benefiel (CRD# 2865736) is an Investment Advisor Representative working at Lexaurum Advisors in Overland Park, KS and has over 25 years of experience in the finance industry.
Michael Carpenter (CRD# 2435428) is an Investment Advisor Representative working at Lexaurum Advisors in Athens, OH and has over 22 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.
Gary Chidsey (CRD# 5863438) is an Investment Advisor Representative working at Lexaurum Advisors in Medina, OH and has over 12 years of experience in the finance industry.
Andrew Clark (CRD# 1631784) is an Investment Advisor Representative working at Lexaurum Advisors in Overland Park, KS and has over 16 years of experience in the finance industry.
Victoria Davis (CRD# 5477313) is an Investment Advisor Representative working at Lexaurum Advisors in Overland Park, KS and has over 15 years of experience in the finance industry.
Michael Desantis (CRD# 5440019) is an Investment Advisor Representative working at Lexaurum Advisors in Overland Park, KS and has over 15 years of experience in the finance industry.
Kenneth Donnelly (CRD# 1630286) is an Investment Advisor Representative working at Lexaurum Advisors in Overland Park, KS and has over 19 years of experience in the finance industry.
Stephen Hamilton (CRD# 856214) is an Investment Advisor Representative working at Lexaurum Advisors in Overland Park, KS and has over 44 years of experience in the finance industry.
Kyle Harsha (CRD# 6623288) is an Investment Advisor Representative working at Lexaurum Advisors in Smithville, MO and has over 7 years of experience in the finance industry.