TH
Timothy J. Hawkins
LEXAURUM ADVISORS
Ankeny, IA 50023
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CRD#: 4064503
TH
Professional summary
Timothy John Hawkins, CFP® is a registered financial advisor currently at LEXAURUM ADVISORS located in Ankeny, Iowa and INTEGRITY ALLIANCE, LLC. located in Ankeny, Iowa.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Timothy has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. MIGHTY FINE PROPERTIES LLC, NOT INVESTMENT-RELATED; 1250 SE STATE STREET, SUITE E, ANKENY, IA 50023; PARTNER - RENTAL PROPERTIES; CORP; DATE STARTED 10/1/2014; 3 HOURS PER MONTH SPENT ON THIS ACTIVITY/NONE DURING TRADING HOURS; MANAGEMENT OF RENTAL PROPERTIES 2.THE DRAGON GROUP LLC, NOT INVESTMENT-RELATED; 400 LOCUST STREET, SUITE 400, DES MOINES, IA; PARTNER - MANAGE REAL ESTATE HOLDINGS COMPANY; CORP; DATE STARTED 4/4/2013; 5 HOURS PER MONTH SPENT ON THIS ACTIVITY/1 DURING TRADING; MANAGEMENT OF REAL ESTATE HOLDINGS 3. LEXAURUM ADVISORS LLC., INVESTMENT-RELATED; 16010 METCALF AVE., SUITE 101, OVERLAND PARK, KS 66085; RIA; IAR; DATE STARTED 8/1/2016; 1 HOUR PER MONTH SPENT ON THIS ACTIVITY; O HOURS DURING TRADING; INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES 4. WEALTHCHARTER RETIREMENT PLANNING; INVESTMENT-RELATED; 1250 SW STATE STREET, SUITE E, ANKENY, IA 50023; PRESIDENT; DBA FOR ADVISORY, SECURITIES, & FIXED INSURANCE; DATE STARTED 05/18/2020; 160 HOURS PER MONTH SPENT ON THIS ACTIVITY,130 HOURS DURING TRADING HOURS 5. INSURANCE SALES; NOT INVESTMENT-RELATED; 1250 SW STATE STREET, SUITE E, ANKENY, IA 50023; AGENT; INSURANCE; STARTED 11/04/1999; 160 HOURS PER MONTH, 130 DURING TRADING; SELLING AN SERVICING OF LIFE, LTC INSURANCE AND ANNUITIES 6. SH INVESTMENT PROPERTIES, LLC; NOT INVESTMENT-RELATED; 1250 SW STATE ST STE E, ANKENY, IA 50023; COMMERCIAL RENTAL PROPERTY, VP, STARTED 2/12/2021; 5 HOURS PER MONTH, 0 DURING TRADING; COLLECT RENT, LEASE AVAILABLE SUITES 7. WEALTHCHARTER TAX, LLC; NOT INVESTMENT-RELATED; 1250 SW STATE STREET, SUITE E, ANKENY, IA 50023; PRESIDENT; TAX PREPARATION; DATE STARTED 1/1/2024; 0 HOURS PER MONTH SPENT ON THIS ACTIVITY, 0 HOURS DURING TRADING HOURS; OWNER
CRS (Client Relationship Summary) - RIA
Click below to view Timothy John Hawkins's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
August 8, 2016 - Present
LEXAURUM ADVISORS
Office #1: 1250 Sw State Street, Suite E, Ankeny, IA 50023RIA
CRD#: 283653
Ankeny, IA
Current
October 1, 2018 - Present
INTEGRITY ALLIANCE, LLC.
Office #1: 1250 Sw State St Ste #, Ankeny, IA 50023RIA
BD
CRD#: 139627
Ankeny, IA
Past
August 1, 2016 - October 2, 2018
BROKER DEALER FINANCIAL SERVICES CORP.
BD
CRD#: 8073
ANKENY, IA
Past
February 7, 2003 - August 1, 2016
VSR FINANCIAL SERVICES, INC.
RIA
CRD#: 14503
ANKENY, IA
Past
March 17, 2000 - February 7, 2003
THE MASTERS, INC.
RIA
CRD#: 108432
ANKENY, IA
Past
January 7, 2000 - August 1, 2016
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
ANKENY, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LEXAURUM ADVISORS
BLUE SKY FINANCIAL MANAGEMENT | WILEY FINANCIAL SERVICES | WEALTHCHARTER RETIREMENT PLANNING | VERITAS INVESTMENT PARTNERS, LLC | THE KIRKWOOD GROUP | THE DONNELLY COMPANY | SULLIVAN WEALTH STRATEGIES | STAPF FINANCIAL SERVICES | SPICER RETIREMENT ADVISORS | SHEPHERD ADVISOR | SEASONS FINANCIAL GROUP | RICHARD A. GAGNE & ASSOCIATES | PERSINGER PLANNING | PASCOLO 271 PRIVATE WEALTH MANAGEMENT | PARTRIDGE WEALTH | NAVALIS WEALTH MANAGMENT | LEXAURUM ADVISORS, LLC | LEXAURUM ADVISORS | LAZOR INSURANCE & FINANCIAL SERVICES | KRANSTUBER WEALTH MANAGEMENT | KOWITZ FINANCIAL GROUP | JR HASSEN WEALTH MANAGEMENT | INTEGRATIVE RISK MANAGEMENT | IN THE GAME WEALTH MANAGEMENT | HERITAGE ADVISORS | HARSHA ADVISORY GROUP | GRANT MARSHALL RETIREMENT & WEALTH PLANNING | GEMINI FINANCIAL ADVISORS | GAMEDAY WEALTH MANAGEMENT | FOCAL POINT FINANCIAL GROUP | ELEMENTAL WEALTH GROUP | CARPENTER AND ASSOCIATES | CAPITAL RESOURCE GROUP
CRD#: 283653 / SEC#: 801-107738
RIA
Registered Investment Advisory firm - (5/10/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(10/1/2018)
RR
California(10/1/2018)
RR
Colorado(10/1/2018)
IAR
Iowa(8/8/2016)
RR
Iowa(10/3/2018)
RR
Minnesota(11/1/2018)
RR
Nebraska(10/1/2018)
IAR
Texas(9/18/2025)
RR
Wisconsin(10/1/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LA
LEXAURUM ADVISORS
BLUE SKY FINANCIAL MANAGEMENT | WILEY FINANCIAL SERVICES | WEALTHCHARTER RETIREMENT PLANNING | VERITAS INVESTMENT PARTNERS, LLC | THE KIRKWOOD GROUP | THE DONNELLY COMPANY | SULLIVAN WEALTH STRATEGIES | STAPF FINANCIAL SERVICES | SPICER RETIREMENT ADVISORS | SHEPHERD ADVISOR | SEASONS FINANCIAL GROUP | RICHARD A. GAGNE & ASSOCIATES | PERSINGER PLANNING | PASCOLO 271 PRIVATE WEALTH MANAGEMENT | PARTRIDGE WEALTH | NAVALIS WEALTH MANAGMENT | LEXAURUM ADVISORS, LLC | LEXAURUM ADVISORS | LAZOR INSURANCE & FINANCIAL SERVICES | KRANSTUBER WEALTH MANAGEMENT | KOWITZ FINANCIAL GROUP | JR HASSEN WEALTH MANAGEMENT | INTEGRATIVE RISK MANAGEMENT | IN THE GAME WEALTH MANAGEMENT | HERITAGE ADVISORS | HARSHA ADVISORY GROUP | GRANT MARSHALL RETIREMENT & WEALTH PLANNING | GEMINI FINANCIAL ADVISORS | GAMEDAY WEALTH MANAGEMENT | FOCAL POINT FINANCIAL GROUP | ELEMENTAL WEALTH GROUP | CARPENTER AND ASSOCIATES | CAPITAL RESOURCE GROUP
CRD#: 283653 / SEC#: 801-107738
RIA
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Contact information
Main Address
16010 Metcalf Avenue, Suite 101, Overland Park, KS 66085
Mailing Address
Phone number
(913) 261-9316
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,641 |
| AUM (Assets Under Management) | $ 1,006,435,215 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LEXAURUM ADVISORS
CRD#: 283653Ankeny, IA 50023TRUST BUT VERIFY
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