Timothy Hawkins
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.
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
Ankeny, IA 50023
Credentials
CFP®, Series 63, Series 65
Industry experience
26 years
Timothy Hawkins is a CFP® with 26 years of industry experience, currently serving at LexAurum Advisors. He has worked with multiple firms including Wealthcharter Retirement Planning and Brokers International Financial Services. Outside of his advisory role, he is involved in managing real estate holdings through partnerships in local property management companies. LexAurum Advisors serves individuals, families, businesses, and institutional clients, providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies with a range of risk-based models, utilizing low-cost ETFs and other securities, and offers both discretionary and non-discretionary engagements including sub-advisory services for other advisory firms.
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
1250 Sw State Street, Suite E
Ankeny, IA 50023
Iowa · Texas
Wealthcharter Retirement Planning
2020 - Present (6 years)
Brokers International Financial Services
2018 - Present (8 years)
LexAurum Advisors, LLC
2016 - Present (10 years)
Broker Dealer Financial Services Corp
2016 - 2018 (2 years)
Vsr Advisory Services
2007 - 2016 (9 years)
The Masters Group Inc
1999 - 2020 (21 years)
Vsr Financial Services Inc
1999 - 2016 (17 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.
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