Timothy
Hawkins

Lexaurum Advisors

CRD#4064503
Investment Advisor
in Ankeny, IA

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About this Advisor

Timothy Hawkins is a financial advisor who works in Ankeny, Iowa who has 7 years of industry experience. Hawkins currently works for Lexaurum Advisors. Hawkins has gained experience at Vsr Financial Services Inc, Vsr Advisory Services, The Masters Group Inc, Lexaurum Advisors, LLC, Broker Dealer Financial Services Corp, Brokers International Financial Services and Wealthcharter Retirement Planning. Hawkins maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Iowa. Lexaurum Advisors is a registered investment company operating out of Stilwell, KS. The company has offices in 20 locations and a total of 42 advisors. It oversees $604 million in assets under management across its 3,466 accounts, placing it among the bigger 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% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees largely are based on the financial services. Fee types charged by Lexaurum Advisors likely are comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

1250 Sw State Street, Suite E
Ankeny, IA 50023

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Lexaurum Advisors Brokerage Details

Total Assets Under Management

$604,128,786

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

42

IA Average: 44
Total Number of Accounts

3,466

IA Average: 4,091
Average Account Size

$174,301

IA Average: $548,316

Investment Advisory Services

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

Timothy Hawkins Work History

Timothy has been registered as a financial advisor for 7 years.*

2020 - Present (4 years)

Wealthcharter Retirement Planning

2018 - Present (6 years)

Brokers International Financial Services

2016 - Present (8 years)

Lexaurum Advisors, LLC

2016 - 2018 (2 years)

Broker Dealer Financial Services Corp

2007 - 2016 (9 years)

Vsr Advisory Services

1999 - 2016 (17 years)

Vsr Financial Services Inc

1999 - 2020 (21 years)

The Masters Group Inc

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