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Thomas William Doellman

Lexaurum Advisors

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About Thomas William Doellman

Thomas Doellman is an investment advisor representative registered with Lexaurum Advisors. Thomas has been active in the investment industry since 2012 and holds a Series 65 license. Thomas is also an associate professor of finance at Saint Louis University. In addition to his role with Lexaurum Advisors, Thomas is a consultant for Scottsdale Wealth Planning.

Firm Information

Thomas Doellman 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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Thomas Doellman’s Registration & Firm History

MO

05/05/2021 - Present

Lexaurum Advisors (Chesterfield MO)

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Licenses & Designations

IA

Issued 02/05/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas William Doellman.
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