TrueAdvisor
TrueAdvisor
KP
CFP
KP
CFP

Kris Persinger

Lexaurum Advisors
38 Years of Experience
Washington, DC
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Kris Persinger is a CFP-designated registered investment advisor at Lexaurum Advisors, based in Washington, DC, with 38 years of industry experience. Kris is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,230 clients with $1.3B in assets under management.

Lexaurum Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
2,230 clients
Average Client Portfolio
$568K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M2.00%
$2.0M - $5.0M1.75%
$5M+1.50%

Fees are negotiable on a case-by-case basis. For accounts managed using Pontera, fees will not be below 0.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Washington, DC

Get directions

History

Regulatory History (2)
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.
Customer Dispute
June 2000
Denied
Customer Dispute
November 1994
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kris is a wealth management advisor at Persinger Planning LLC, dedicating nearly full-time hours to financial planning and investment management. Kris also works as an insurance agent, spending minimal time reviewing, placing, and managing life, health, and annuity policies.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
April 2021 - Present · 5 yrs 6 mos
Lexaurum Advisors
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2019 - April 2021 · 1 yr 7 mos
Vsr Advisory Services
September 2016 - November 2016 · 2 mos
Summit Financial Group INC
September 2016 - April 2021 · 4 yrs 7 mos
Summit Brokerage Services, INC.Broker
September 2016 - September 2019 · 3 yrs
Vsr Advisory Services
July 2008 - September 2016 · 8 yrs 2 mos
Vsr Financial Services, INC.Broker
July 2008 - November 2016 · 8 yrs 4 mos
Northwestern Mutual Wealth Management Company
April 2003 - April 2007 · 4 yrs
Northwestern Mutual Investment Services, LLCBroker
January 2003 - July 2008 · 5 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
March 1995 - January 2003 · 7 yrs 10 mos
First Union Brokerage Services, INC.Broker
October 1991 - December 1997 · 6 yrs 2 mos
Southeast Bank Brokerage Service, INC.Broker
November 1988 - October 1991 · 2 yrs 11 mos
J. B. Hanauer & CO.Broker
September 1987 - May 1988 · 8 mos
State Registrations8 states
CODCFLGAMDSCTXVA
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Washington, DC →All financial advisors in District of Columbia →
Kris Persinger - Financial Advisor | TrueAdvisor