Unclaimed
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.
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
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MO
05/05/2021 - Present
Lexaurum Advisors (Chesterfield MO)
IA
Issued 02/05/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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