Advisor at LexAurum Advisors
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Firm
LexAurum Advisors
Location
Overland Park, KS 66085
Credentials
Series 66
Industry experience
18 years
Virginia Shields is a financial advisor with LexAurum Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at LexAurum Advisors since 2016 and previously spent 11 years with VSR Financial Services, Inc. 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 based on modern portfolio theory and offers a standardized managed-account program with multiple risk-based models, utilizing low-cost ETFs and other investment vehicles tailored to client needs.
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
LexAurum Advisors, LLC
2023 - Present (3 years)
LexAurum Advisors, LLC
2017 - 2023 (6 years)
LexAurum Advisors, LLC
2016 - 2017 (1 year)
VSR Advisory Services
2007 - 2016 (9 years)
Vsr Financial Services, Inc
2005 - 2016 (11 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
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Retirement Roots Wealth Management LLC
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Dynamic Wealth LLC
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