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Michael Joe Carpenter

Lexaurum Advisors

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About Michael Joe Carpenter

Michael Carpenter is a financial advisor with over 28 years of experience in the financial services industry. Michael is currently registered with Lexaurum Advisors and has been in the industry since 1994. Michael is a Certified Financial Planner™ and holds several licenses, including Series 7, Series 24, and Series 66. Michael has a strong background in financial planning and investment advisory services. Michael is a dedicated professional who is committed to providing clients with personalized financial advice. Michael has a strong reputation for providing high-quality financial advice and services.

Firm Information

Michael Carpenter 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 Carpenter’s Registration & Firm History

OH

08/01/2016 - Present

Lexaurum Advisors (Athens OH)

OH

06/23/2016 - 09/12/2018

BROKER DEALER FINANCIAL SERVICES CORP. (ATHENS OH)

OH

08/19/2009 - 06/23/2016

VSR FINANCIAL SERVICES, INC. (ATHENS OH)

OH

08/24/1994 - 08/19/2009

MUTUAL SERVICE CORPORATION (ATHENS OH)

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Licenses & Designations

BOTH

Issued 03/26/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/27/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Joe Carpenter.
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