linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Anthony Leis

Lexaurum Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Anthony Leis

John Leis is a registered Investment Advisor Representative with Lexaurum Advisors. John has been in the financial services industry since March 1996. John has a background in both the brokerage and investment advisory fields. Prior to joining Lexaurum Advisors, John worked as an Investment Advisor Representative for American Century Investment Services. John is also licensed as a general securities principal.

Firm Information

John Leis 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Monthly fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Leis’s Registration & Firm History

KS

06/04/2018 - Present

Lexaurum Advisors (Leawood KS)

MO

03/06/1996 - 10/11/2017

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

MO

12/24/1997 - 12/31/2012

AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)

Not sure if John Anthony Leis is right for you?

Licenses & Designations

BOTH

Issued 11/20/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/08/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/05/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/1997

Series 7 - General Securities Representative Examination

BC

Issued 03/05/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Anthony Leis.
Not sure if John Anthony Leis is right for you?