Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J.? Claim Your ProfileJ. Richard Matheis is an investment advisor representative registered in Kansas and has been in the industry since 1979. J. Richard Matheis currently works for Lexaurum Advisors, a registered investment advisor firm in Overland Park, Kansas. J. Richard Matheis' previous employers include Union Capital Company, Berthel, Fisher & Company Financial Services, Inc., VSR Financial Services, Inc., Titan Capital Corporation and WZW Financial Services, Inc. J. Richard Matheis is a Series 3, 7, 24, 30, 31, and 63 licensed professional. J. Richard Matheis provides financial planning, pension consulting, and portfolio management for individuals. J. Richard Matheis specializes in working with corporations or other businesses, individuals other than high-net-worth individuals, high-net-worth individuals, 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
10/01/2021 - Present
Lexaurum Advisors (Overland Park KS)
KS
07/16/2018 - 10/13/2021
UNION CAPITAL COMPANY (Overland Park KS)
KS
02/26/2008 - 07/17/2018
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
07/02/1986 - 02/26/2008
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
NA
04/11/1985 - 07/10/1986
TITAN CAPITAL CORPORATION
NA
07/27/1979 - 05/15/1984
WZW FINANCIAL SERVICES, INC.
BC
Issued 11/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2011
Series 30 - NFA Branch Manager Examination
BC
Issued 09/06/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2011
Series 3 - National Commodity Futures Examination
BC
Issued 01/04/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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