Unclaimed
Bryce Grahn is an investment advisor representative at Lexaurum Advisors, LLC, a firm based in Overland Park, Kansas. Bryce specializes in providing financial planning, portfolio management, and pension consulting services. He is currently registered as an investment advisor in Kansas and Texas. Bryce has been in the industry for over 5 years and has experience working with a variety of clients, including individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Monthly fee
1
2
KS
12/26/2023 - Present
Lexaurum Advisors (OVERLAND PARK KS)
IA
Issued 10/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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