Advisor at LexAurum Advisors
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
Series 63, Series 65
Industry experience
14 years
Rochelle Tocchini is a financial advisor with LexAurum Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at LexAurum since 2018 and previously held roles at Summit Financial Group, Summit Brokerage Services, Vsr Advisory Services, Gemini Financial Advisors, and Vsr Financial Services. Tocchini is also the owner of Gemini Financial Advisors, where she conducts fixed and traditional insurance sales, and she is a notary public. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies aligned with modern portfolio theory and offers a range of risk-based model portfolios implemented primarily with low-cost ETFs.
Based on LexAurum Advisors
Based on LexAurum Advisors
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
16010 Metcalf Avenue, Suite 101
Overland Park, KS 66085
Kansas · Texas
LexAurum Advisors, LLC
2018 - Present (8 years)
Summit Financial Group Inc
2016 - 2018 (2 years)
Summit Brokerage Services, Inc.
2016 - 2018 (2 years)
Vsr Advisory Services
2014 - 2016 (2 years)
Gemini Financial Advisors
2014 - Present (12 years)
Vsr Financial Services, Inc
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Overland Park, KS
Prairie Ridge Asset Management, LLC
Series 63, Series 66
Overland Park, KS
Penn Wealth Management
CFP®, Series 63, Series 65
Lenexa, KS
Chladek Wealth Management, LLC
Series 63, Series 65
Overland Park, KS
Nasche Asset Management LLC
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
CFP®
Overland Park, KS
Dynamic Wealth LLC
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