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Edna Kowitz

Lexaurum Advisors

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About Edna Kowitz

Edna Kowitz is a financial advisor with over 20 years of experience in the industry. Edna Kowitz is currently registered with Lexaurum Advisors, LLC and has been in the role since 2017. Edna Kowitz previously worked for Summit Brokerage Services, Inc. and VSR Financial Services, Inc. Edna Kowitz specializes in financial planning, portfolio management for individuals, and pension consulting. Edna Kowitz is also a Chartered Financial Consultant (ChFC).

Firm Information

Edna Kowitz is currently registered with Lexaurum Advisors. Lexaurum Advisors is an investment advisor headquartered in Overland Park, KS. The firm has 27 investment advisor representatives and manages over $1 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer financial planning, portfolio management, and pension consulting services.
Lexaurum Advisors

16010 METCALF AVENUE, SUITE 101

OVERLAND PARK, KS 66085

$1.01B

Assets Under Management

49

Total Clients

27

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Monthly fee

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Edna Kowitz’s Registration & Firm History

MD

07/03/2017 - Present

Lexaurum Advisors (Owings Mills MD)

MD

09/01/2016 - 07/11/2017

SUMMIT BROKERAGE SERVICES, INC. (OWINGS MILLS MD)

MD

01/28/2014 - 09/01/2016

VSR FINANCIAL SERVICES, INC. (OWINGS MILLS MD)

MD

04/07/2011 - 12/31/2012

CEROS FINANCIAL SERVICES, INC. (OWINGS MILLS MD)

MD

09/28/2000 - 04/06/2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLUMBIA MD)

WI

09/28/2000 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 12/04/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edna Kowitz.
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