Kyle
Harsha

Lexaurum Advisors

CRD#6623288
Investment Advisor
in Smithville, MO

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About this Advisor

Kyle Harsha is a financial advisor operating in Smithville, Missouri who has 3 years of industry experience. Harsha currently works for Lexaurum Advisors. Harsha has gained experience at Roasterie, Inc, Datix, Inc, Senior Health Solutions, Vintegrity Wines, Kl Johnson & Associates, Hd Vest Investment Services, Hd Vest Advisory Services, Vinoteca, Money Matters Tax And Financial Services, Rise Consulting, LLC and Lexaurum Advisors, LLC. Harsha holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Missouri. Lexaurum Advisors is an advisory firm based out of Stilwell, KS. The investment advisory business has offices in 20 locations and a total of 42 financial advisors. It oversees $604 million in assets under management between its 3,466 client accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm serves 20 charities and foundations. Of its 3,466 client accounts, just 13% belong to high-net-worth individuals who have more than $1 million in investable assets. The business has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management largely are based on the services offered. Fees charged by Lexaurum Advisors likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

Smithville, MO

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Lexaurum Advisors Brokerage Details

Total Assets Under Management

$604,128,786

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

42

MO Average: 44
Total Number of Accounts

3,466

MO Average: 4,091
Average Account Size

$174,301

MO Average: $548,316

Investment Advisory Services

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

Kyle Harsha Work History

Kyle has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lexaurum Advisors, LLC

2019 - Present (5 years)

Money Matters Tax And Financial Services

2020 - 2020 (< 1 year)

Rise Consulting, LLC

2017 - 2020 (3 years)

Hd Vest Advisory Services

2017 - 2018 (1 year)

Vinoteca

2016 - 2018 (2 years)

Kl Johnson & Associates

2016 - 2020 (4 years)

Hd Vest Investment Services

2015 - 2018 (3 years)

Roasterie, Inc

2014 - 2015 (1 year)

Datix, Inc

2013 - 2014 (1 year)

Senior Health Solutions

2012 - 2013 (1 year)

Vintegrity Wines

*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 Kyle Harsha 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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