Andrew
Clark

Lexaurum Advisors

CRD#1631784
Investment Advisor
in Stilwell, KS

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About this Advisor

Andrew Clark is a financial advisor based in Stilwell, Kansas, working with Lexaurum Advisors. Andrew has previously held positions at Northwestern Mutual Life Ins. Co, Northwestern Mutual Investment Services, 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. Andrew has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in the District of Columbia. Currently, Andrew is part of Lexaurum Advisors, which operates out of Stilwell, Kansas. The firm has 19 offices and 42 employees. The firm manages assets totaling $784.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Lexaurum Advisors includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Consultant

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

$784,247,517

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

42

KS Average: 44
Total Number of Accounts

4,018

KS Average: 4,091
Average Account Size

$195,184

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

2021 - Present (4 years)

Lexaurum Advisors

2015 - Present (10 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

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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

Joseph Hassen
Stilwell, KS
Kyle Harsha
Smithville, MO
Peter Hughes
Stilwell, KS
Bryce Grahn
Stilwell, KS
Thomas Doellman
Chesterfield, MO
Todd Koenig
Austin, TX
Gary Chidsey
Medina, OH
Bryce Littler
Stilwell, KS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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