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16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-18 |
| IA | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-15 |
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