Joseph
Hassen

Lexaurum Advisors

CRD#6226616
Investment Advisor
in Stilwell, KS

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About this Advisor

Joseph Hassen is a financial advisor based out of Stilwell, Kansas with 4 years of industry experience. Hassen is an advisor for Lexaurum Advisors. Hassen has gained experience at Jrh Communications LLC, Edward Jones, Mass Mutual Life Insurance Company, Mml Investors Services, Nationwide Financial, Nationwide Securities LLC, Lexaurum Advisors, LLC and Brokers International Financial Services. Hassen has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Lexaurum Advisors is a firm that has its headquarters in Stilwell, KS. The firm has offices in 20 locations and a total of 42 employees. It oversees $604 million in assets among its 3,466 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves 20 charities and foundations. Of its 3,466 customer accounts, just 13% are held by high-net-worth investors who have at least $1 million in assets. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules usually vary depending on the type of services. Fees charged by Lexaurum Advisors likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Joseph Hassen Work History

Joseph has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Lexaurum Advisors, LLC

2019 - Present (5 years)

Brokers International Financial Services

2015 - 2015 (< 1 year)

Mass Mutual Life Insurance Company

2015 - 2015 (< 1 year)

Mml Investors Services

2015 - 2019 (4 years)

Nationwide Financial

2015 - 2019 (4 years)

Nationwide Securities LLC

2013 - 2014 (1 year)

Edward Jones

2012 - 2013 (1 year)

Jrh Communications LLC

*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 Joseph Hassen 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
Joseph Hassen
Stilwell, KS
Thomas Doellman
Chesterfield, MO
Bryce Littler
Stilwell, KS
Nixon James
Rancho Cucamonga, CA
Gary Chidsey
Medina, OH
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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