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Michael Allen Desantis

Lexaurum Advisors

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About Michael Allen Desantis

Michael DeSantis is an investment advisor representative at Lexaurum Advisors, located in Overland Park, Kansas. Michael has been in the financial services industry since 2008 and has a series 66, 7, 24 and SIE license. Michael is a Chartered Financial Analyst and has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Michael also owns and operates DeSantis Properties, LLC, a home restoration business, which is not investment-related.

Firm Information

Michael Desantis 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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Michael Desantis’s Registration & Firm History

KS

04/15/2020 - Present

Lexaurum Advisors (OVERLAND PARK KS)

KS

05/15/2008 - 11/01/2016

VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 06/18/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/02/2008

Series 24 - General Securities Principal Examination

BC

Issued 11/01/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Allen Desantis.
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