TrueAdvisor
TrueAdvisor
AC
ChFC
AC
ChFC

Andrew Clark

Lexaurum Advisors
37 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & Coaching
Lexaurum Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,869 clients
Average Client Portfolio
$538K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M2.00%
$2.0M - $5.0M1.50%
$5M+1.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

16010 Metcalf Avenue, Suite 101, Overland Park, KS, 66085

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
August 2013
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Andrew is a marketing consultant, president of the Tysons Corner Chamber of Commerce, and an insurance agent selling life, health, disability, and long-term care insurance. He also fundraises for Phillips Programs and manages Google Adwords accounts for nonprofits.

Employment History
Current Registrations
Lexaurum Advisors
July 2021 - Present · 4 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2019 - April 2021 · 1 yr 7 mos
Summit Financial Group INC
June 2017 - April 2021 · 3 yrs 10 mos
Summit Brokerage Services, INC.Broker
June 2017 - September 2019 · 2 yrs 3 mos
Vsr Financial Services, INC.Broker
April 2015 - August 2016 · 1 yr 4 mos
Northwestern Mutual Investment Services,llc
February 2006 - March 2015 · 9 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
April 1996 - January 2002 · 5 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
March 1987 - March 2015 · 28 yrs
State Registrations1 state
DC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.