Bryce
Grahn

Lexaurum Advisors

CRD#7704683
Investment Advisor
in Stilwell, KS

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About this Advisor

Bryce Grahn is a financial advisor based in Stilwell, Kansas, working with Lexaurum Advisors. Bryce has previously held positions at Lexaurum Advisors, LLC, Salt Fork Fencing & Construction, Herring Bank, Pittsburg State University, and Southwestern College. Bryce has passed the Series 65 regulatory exam and is registered to provide services in Kansas and Texas. Currently, Bryce 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

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

Bryce Grahn Work History

2023 - Present (1 year)

Lexaurum Advisors, LLC

2022 - 2023 (1 year)

Salt Fork Fencing & Construction

2021 - 2021 (< 1 year)

Herring Bank

2019 - 2022 (3 years)

Pittsburg State University

2019 - 2019 (< 1 year)

Herring Bank

2017 - 2019 (2 years)

Southwestern College

Disclosures

Please visit the SEC profile of Bryce Grahn 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
Bryce Littler
Stilwell, KS
Todd Koenig
Austin, TX
Gary Chidsey
Medina, OH
Thomas Doellman
Chesterfield, MO

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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