TrueAdvisor
TrueAdvisor
JH
JH

Joseph Hassen

Lexaurum Advisors
11 Years of Experience
2 DisclosuresSells 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 (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.
Criminal
June 2014
Final Disposition
Criminal
April 2014
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joseph owns Hassen Financial LLC for tax purposes and sells life, long-term care, and fixed indexed annuities, dedicating a few hours per week. He also owns JR Hassen Wealth Management as a DBA for marketing insurance, securities, and advisory business, taking nearly full-time.

Employment History
Current Registrations
Lexaurum Advisors
October 2019 - Present · 6 yrs 5 mos
Previous Registrations
Brokers International Financial Services, LLC.Broker
October 2019 - June 2022 · 2 yrs 8 mos
Nationwide Securities, LLC
January 2016 - October 2019 · 3 yrs 9 mos
Nationwide Securities, LLCBroker
June 2015 - October 2019 · 4 yrs 4 mos
MML Investors Services, LLCBroker
May 2015 - June 2015 · 1 mo
Edward Jones
November 2013 - June 2014 · 7 mos
Edward JonesBroker
September 2013 - June 2014 · 9 mos
State Registrations1 state
OH
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.