Kyle Michael Harsha

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 11/2018
  Roasterie, Inc
  Kansas City, MO
• 03/2016 → 12/2018
  Kl Johnson & Associates
  Topeka, KS
• 03/2016 → 05/2020
  Hd Vest Investment Services
  Topeka, KS
• 01/2017 → 05/2020
  Hd Vest Advisory Services
  Topeka, KS
• 01/2017 → 12/2018
  Vinoteca
  Saint Louis, MO
• 01/2019 → Present
  Money Matters Tax And Financial Services
  Smithville, MO
• 05/2020 → 06/2020
  Rise Consulting, Llc
  Overland Park, KS
• 06/2020 → Present
  Lexaurum Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2020-05-19 → 2020-06-03
  Rise Retirement, Llc
  Lee'S Summit, MO
• 2017-01-12 → 2020-05-20
  Avantax Advisory Services
  Topeka, KS
  Independence, MO
  Overland Park, KS
  Lees Summit, MO
  Overland Park, KS

Other Businesses

Money Matters Tax and Financial Services~'NIR'~14903 N US 169 Highway, Suite 500~Smithville~MO~64089~Accounting Services/Tax Preparation~Owner/Operator~1/16/2019~160hrs~130hrs~ Duties include preparing and reviewing tax returns during tax seasons.|

Exams

• S66 Uniform Combined State Law Examination
  2016-08-22