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Joseph Richard Hassen

Lexaurum Advisors

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About Joseph Richard Hassen

Joseph Hassen is an investment advisor representative with Lexaurum Advisors. Joseph has been in the industry since 2013 and holds the Series 66, Series 7, and SIE licenses. Joseph is also a licensed insurance agent. Joseph is a member of the Rotary Club of Plain Township and serves as the Vice President of the North Canton Little League. Joseph is committed to providing his clients with personalized financial advice and guidance. Joseph specializes in portfolio management for individuals and financial planning.

Firm Information

Joseph Hassen 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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Joseph Hassen’s Registration & Firm History

KS

10/03/2019 - Present

Lexaurum Advisors (OVERLAND PARK KS)

OH

10/01/2019 - 06/30/2022

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (North Canton OH)

OH

06/24/2015 - 10/09/2019

NATIONWIDE SECURITIES, LLC (N CANTON OH)

MA

05/18/2015 - 06/04/2015

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

OH

09/04/2013 - 06/17/2014

EDWARD JONES (NORTH CANTON OH)

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Licenses & Designations

BOTH

Issued 09/20/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Joseph Richard Hassen. Review regulatory record here.
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