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Karen Kay Benefiel

Lexaurum Advisors

Overland Park, KS

Omaha, NE

CRD 2865736

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Employer firm

Lexaurum Advisors CRD 283653

$1.27B regulatory AUM 52 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Lexaurum Advisors

16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2023-05-31
  • NE RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2023-05-31

Branch Locations

16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States

Omaha, NE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Advisors Inc. Omaha NE 12/2003 04/2023
Lexaurum Advisors, Llc Overland Park KS 04/2023 Present
  • 12/2003 → 04/2023
    Cambridge Advisors Inc.
    Omaha, NE
  • 04/2023 → Present
    Lexaurum Advisors, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-10-21
  • S63 Uniform Securities Agent State Law Examination
    1997-10-21
Other Names
  • Karen Kay Britz

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

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