Thomas
Doellman

Lexaurum Advisors

CRD#7343289
Investment Advisor
in Chesterfield, MO

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About this Advisor

Thomas Doellman is a financial advisor working out of Chesterfield, Missouri who has 2 years of industry experience. Doellman is on the advisory team at Lexaurum Advisors. Throughout their career, Doellman has worked at Elemental Wealth Group and Saint Louis University. Doellman holds a Series 65 license, certifying them as an investment advisor representative, and can work in Missouri and Texas. Lexaurum Advisors is an advisory business that has its headquarters in Stilwell, KS. It has offices in 20 locations and a total of 42 people on staff. It administers $604 million in assets between its 3,466 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm serves 20 charitable organizations. Of its 3,466 accounts, just 13% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Lexaurum Advisors performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management largely are based on which services are provided. Fees billed by Lexaurum Advisors likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

2 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

Chesterfield, 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

Thomas Doellman Work History

Thomas has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Elemental Wealth Group

2019 - Present (5 years)

Saint Louis University

2012 - 2019 (7 years)

Saint Louis University

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