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.
Financial planning fees may be quoted as a fixed amount, negotiable based on complexity
$0 - $2,000,000: 2.00% annually $2,000,001 - $5,000,000: 1.50% annually $5,000,001+: 1.25% annually
Financial planning fees charged at a fixed hourly rate, negotiable based on complexity
LexAurum Advisors, LLC
2025 - Present (1 year)
Whitaker-Myers Wealth Managers, Ltd.
2021 - 2025 (4 years)
Wooster Country Club
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 66
Doylestown, OH
Fidelity
Kelly Uber is the Vice President and Branch Leader at Fidelity Investments, a position held since 2024. In this role, Kelly leads a team of financial professionals focused on addressing client needs and ensuring clients feel confident about their financial future. Prior to this, Kelly served as Assistant Branch Leader at Fidelity Investments from 2022 to 2024 and held roles as Planning Consultant at Fidelity Investments from 2020 to 2022, Investment Center Consultant at Key Investment Services from 2018 to 2020, and Premier Relationship Manager at Citizens Bank from 2015 to 2018. Kelly's professional experience spans various positions in financial services, emphasizing client-focused strategies and team leadership. Outside of work, Kelly has interests in baseball, board games, parenthood, puzzles, and traveling.
Series 66
Dalton, OH
Edward Jones
Series 66
Wooster, OH
Winner Wealth Management
CFP®, CFA®
Smithville, OH
New Legacy Financial Group, LLC
Series 66
Wooster, OH
Fike Advisors, LLC
Series 65
Wooster, OH
Fike Advisors, LLC
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