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Rochelle Andrea Tocchini

Lexaurum Advisors

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About Rochelle Andrea Tocchini

Rochelle Andrea Tocchini is a registered investment advisor representative at Lexaurum Advisors, LLC. Rochelle has been in the financial services industry since 2012 and has held positions at various firms including Summit Brokerage Services, Inc. and VSR Financial Services, Inc.. Rochelle holds Series 63, Series 65, and Series 7 licenses. Rochelle is also a licensed insurance agent in Kansas.

Firm Information

Rochelle Tocchini 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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Rochelle Tocchini’s Registration & Firm History

KS

01/17/2025 - Present

Lexaurum Advisors (Overland Park KS)

KS

09/01/2016 - 05/14/2018

SUMMIT BROKERAGE SERVICES, INC. (OVERLAND PARK KS)

KS

06/24/2014 - 09/01/2016

VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

KS

02/02/2012 - 06/19/2014

CFD INVESTMENTS, INC. (LENEXA KS)

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Licenses & Designations

IA

Issued 08/20/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/23/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rochelle Andrea Tocchini.
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