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Current Employers
Lexaurum Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-18
IA RA APPROVED 2016-08-08
  • TX RA
    APPROVED_RES
    Since 2025-09-18
  • IA RA
    APPROVED
    Since 2016-08-08

Branch Locations

1250 Sw State Street, Suite E, Ankeny, IA 50023 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
The Masters Group Inc Ankeny IA 10/1999 05/2020
Lexaurum Advisors, Llc Overland Park KS 08/2016 Present
Broker Dealer Financial Services Corp West Des Moines IA 08/2016 09/2018
Brokers International Financial Services Ankeny IA 10/2018 Present
Wealthcharter Retirement Planning Ankeny IA 05/2020 Present
  • 10/1999 → 05/2020
    The Masters Group Inc
    Ankeny, IA
  • 08/2016 → Present
    Lexaurum Advisors, Llc
    Overland Park, KS
  • 08/2016 → 09/2018
    Broker Dealer Financial Services Corp
    West Des Moines, IA
  • 10/2018 → Present
    Brokers International Financial Services
    Ankeny, IA
  • 05/2020 → Present
    Wealthcharter Retirement Planning
    Ankeny, IA
Previous Registrations
  • 2003-02-07 → 2016-08-01
    Vsr Financial Services, Inc.
    Ankeny, IA
    Overland Park, KS
    Dripping Springs, TX
    Overland Park, KS
    Ankeny, IA
  • 2000-03-17 → 2003-02-07
    The Masters, Inc.
    Ankeny, IA
Other Businesses

1.THE DRAGON GROUP LLC, NOT INVESTMENT-RELATED; 400 LOCUST STREET, SUITE 400, DES MOINES, IA; PARTNER - MANAGE REAL ESTATE HOLDINGS COMPANY; CORP; DATE STARTED 4/4/2013; 5 HOURS PER MONTH SPENT ON THIS ACTIVITY/1 DURING TRADING; MANAGEMENT OF REAL ESTATE HOLDINGS 2. LEXAURUM ADVISORS, LLC., INVESTMENT-RELATED; 16010 METCALF AVE., SUITE 101, OVERLAND PARK, KS 66085; RIA; IAR; DATE STARTED 8/1/2016; 1 HOUR PER MONTH SPENT ON THIS ACTIVITY; O HOURS DURING TRADING; INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES 3. WEALTHCHARTER RETIREMENT PLANNING; INVESTMENT-RELATED; 1250 SW STATE STREET, SUITE E, ANKENY, IA 50023; PRESIDENT; DBA FOR ADVISORY, SECURITIES, & FIXED INSURANCE; DATE STARTED 05/18/2020; 160 HOURS PER MONTH SPENT ON THIS ACTIVITY,130 HOURS DURING TRADING HOURS 4. INSURANCE SALES; NOT INVESTMENT-RELATED; 1250 SW STATE STREET, SUITE E, ANKENY, IA 50023; AGENT; INSURANCE; STARTED 11/04/1999; 160 HOURS PER MONTH, 130 DURING TRADING; SELLING AN SERVICING OF LIFE, LTC INSURANCE AND ANNUITIES 5. SH INVESTMENT PROPERTIES, LLC; NOT INVESTMENT-RELATED; 1250 SW STATE ST STE E, ANKENY, IA 50023; COMMERCIAL RENTAL PROPERTY, VP, STARTED 2/12/2021; 5 HOURS PER MONTH, 0 DURING TRADING; COLLECT RENT, LEASE AVAILABLE SUITES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-02-24
S63 Uniform Securities Agent State Law Examination 1999-11-15
  • S65 Uniform Investment Adviser Law Examination
    2000-02-24
  • S63 Uniform Securities Agent State Law Examination
    1999-11-15
Designations

View on SEC IAPD

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