Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Michael Harsha is an Investment Advisor Representative with LexAurum Advisors, LLC in Overland Park, Kansas. Kyle is a Registered Investment Advisor in Missouri. Kyle also owns and operates Money Matters Tax and Financial Services, providing accounting and tax preparation services. Previously Kyle was with Avantax Investment Services, Inc. in Lees Summit, Missouri. Kyle has a combined 7 years of experience in the financial services industry.
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
06/05/2020 - Present
Lexaurum Advisors (OVERLAND PARK KS)
MO
06/16/2016 - 05/20/2020
AVANTAX INVESTMENT SERVICES, INC. (Lees Summit MO)
BOTH
Issued 08/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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