James Boldt
Advisor at LexAurum Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LexAurum Advisors
Location
Overland Park, KS 66085
Credentials
ChFC®, Series 63
Industry experience
27 years
About
James Boldt is a financial advisor at LexAurum Advisors with 27 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LexAurum in 2022, he worked at Allstate Insurance Co for 12 years and has operated his own financial firms since 2021. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies with a standardized managed-account program offering multiple risk-based models, typically implemented using low-cost ETFs and other securities.
Client services
Based on LexAurum Advisors
Financial planning
Portfolio management
Pension consulting
Expertise
Based on LexAurum Advisors
ESG / Sustainable investing
Income planning
Retirement income strategy
General retirement planning
Fee options
Financial planning fees may be fixed amounts; specific amounts not stated
$0 - $2,000,000: 2.00% annually $2,000,001 - $5,000,000: 1.75% annually $5,000,001+: 1.50% annually
Insurance product commissions and 12b-1 fees from investment companies (not from LexAurum-managed accounts)
Financial planning fees may be hourly based; specific rates not stated
Fee-only: Financial planning fees charged as fixed amount or hourly rate; fees quoted in advance and negotiable based on complexity and service level
Location
16010 Metcalf Avenue, Suite 101
Overland Park, KS 66085
Most active in
James B has reported serving >5 clients in these states in the last 12 months.
Kansas
Work history
LexAurum Advisors, LLC
2022 - Present (4 years)
O'malley Boldt Financial, Llc
2021 - Present (5 years)
Jim Boldt & Associates, Llc
2021 - 2021 (1 year)
Allstate Insurance Co
2009 - 2021 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 66
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Michael H
Series 63, Series 66
Overland Park, KS
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John C
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Lenexa, KS
Chladek Wealth Management, LLC
Mark N
Series 63, Series 65
Overland Park, KS
Nasche Asset Management LLC
Melinda B
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
David W
CFP®
Overland Park, KS
Dynamic Wealth LLC
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