Andrew
Clark

Lexaurum Advisors

CRD#1631784
Investment Advisor
in Stilwell, KS

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About this Advisor

Andrew Clark is a chartered financial consultant working out of Stilwell, Kansas who has 2 years of industry experience. Clark currently works for Lexaurum Advisors. Throughout their career, they have worked at Northwestern Mutual Life Ins. Co, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Investment Sercvices, LLC, Vsr Financial Services, Inc, Vsr Advisory Services, Persinger Planning, Summit Brokerage Services, Inc, Cetera Advisor Networks LLC, Summit Financial Group Inc and Lexaurum Advisors. Clark has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in District Of Columbia. Lexaurum Advisors is an advisory company operating out of Stilwell, KS. The investment advisory business has offices in 20 locations and a total of 42 people on staff. It oversees $604 million in assets under management among its 3,466 accounts, placing it among the bigger firms in the United States by assets under management. The firm provides services to 20 charities and foundations. Of its 3,466 client accounts, just 13% are held by high-net-worth investors who have greater than $1 million in investable assets. Lexaurum Advisors has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules largely vary depending on which services are provided. However, fee types billed by Lexaurum Advisors most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

16010 Metcalf Avenue, Suite 101
Stilwell, KS 66085

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Lexaurum Advisors Brokerage Details

Total Assets Under Management

$604,128,786

KS Average: $2,243,162,756
Total Number of Employees

42

KS Average: 44
Total Number of Accounts

3,466

KS Average: 4,091
Average Account Size

$174,301

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Andrew Clark Work History

Andrew has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lexaurum Advisors

2015 - Present (9 years)

Persinger Planning

2019 - 2021 (2 years)

Cetera Advisor Networks LLC

2017 - 2019 (2 years)

Summit Brokerage Services, Inc

2017 - 2021 (4 years)

Summit Financial Group Inc

2015 - 2016 (1 year)

Vsr Financial Services, Inc

2015 - 2016 (1 year)

Vsr Advisory Services

2006 - 2015 (9 years)

Northwestern Mutual Investment Sercvices, LLC

1987 - 2015 (28 years)

Northwestern Mutual Investment Services, LLC

1986 - 2015 (29 years)

Northwestern Mutual Life Ins. Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Clark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lexaurum Advisors

Peter Hughes
Stilwell, KS
Nixon James
Rancho Cucamonga, CA
Thomas Doellman
Chesterfield, MO
Gary Chidsey
Medina, OH
Kyle Harsha
Smithville, MO
Joseph Hassen
Stilwell, KS
Bryce Littler
Stilwell, KS
Rochelle Tocchini
Overland Park, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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