Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Boldt is an Investment Advisor Representative with Lexaurum Advisors, LLC. James has been in the financial services industry since 1989. James specializes in providing financial planning, pension consulting, and portfolio management for individuals, corporations, and other businesses.
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
02/08/2022 - Present
Lexaurum Advisors (LENEXA KS)
KS
09/22/2009 - 09/30/2021
ALLSTATE FINANCIAL SERVICES, LLC (Shawnee KS)
MO
09/08/2000 - 06/10/2004
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IL
07/13/1999 - 07/14/2000
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
IL
04/21/1989 - 12/31/1995
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
BC
Issued 11/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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