Bryce
Littler

Lexaurum Advisors

CRD#7363969
Investment Advisor
in Stilwell, KS

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About this Advisor

Bryce Littler is a financial advisor who works in Stilwell, Kansas who has 1 year of industry experience. Littler currently works for Lexaurum Advisors. Littler has gained experience at Wealthcharter Retirement, Principal Financial Group, Hk Solutions Group, Guthrie County State Bank, Jason Roberts, LLC and Adair-Casey/Guthrie Center Lsd. Littler holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Iowa. Lexaurum Advisors is a financial advisory firm that has its headquarters in Stilwell, KS. The company has offices in 20 locations and a total of 42 employees. It handles $604 million in assets under management among its 3,466 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 20 charities and foundations. Of its 3,466 accounts, just 13% belong to high-net-worth clients who have more than $1 million in assets. Lexaurum Advisors has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely vary depending on which service is provided. However, fees charged by Lexaurum Advisors likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

Bryce Littler Work History

Bryce has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Wealthcharter Retirement

2021 - Present (3 years)

Hk Solutions Group

2022 - 2022 (< 1 year)

Principal Financial Group

2021 - 2021 (< 1 year)

Wealthcharter Retirement

2020 - 2020 (< 1 year)

Guthrie County State Bank

2013 - 2019 (6 years)

Jason Roberts, LLC

2012 - 2020 (8 years)

Adair-Casey/Guthrie Center Lsd

*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 Bryce Littler 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
Gary Chidsey
Medina, OH
Bryce Littler
Stilwell, KS
Thomas Doellman
Chesterfield, MO
Nixon James
Rancho Cucamonga, CA
Joseph Hassen
Stilwell, KS
Kyle Harsha
Smithville, MO
Edna Kowitz
Owings Mills, MD

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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