Gary M. Chidsey
LEXAURUM ADVISORS
Medina, OH 44256
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CRD#: 5863438
Professional summary
Gary Martin Chidsey, CFP®, who also goes by Gary Chidsey, is a registered financial advisor currently at LEXAURUM ADVISORS located in Medina, Ohio and INTEGRITY ALLIANCE, LLC. located in Medina, Ohio.
Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Gary has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gary Chidsey
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.
Medina County Young Professionals Association; Not securities related; 211 S Court ST, Medina, OH 44256; Chairman for Young Professionals, Part of Medina Chamber of Commerce; Chairman; Started 1/1/2017; 5 hours per month, 2 during trading hours; Conduct board meetings, scheduling networking events
LexAurum Advisors, LLC; Securities related; 6731 W 121St St STE 227, Overland Park, KS 66209; RIA; IAR; Started 01/01/2020; 80 hours per month, 70 during trading hours; Financial Planning
Lazor Financial; Securities related; 404 North Court St, Medina, OH 44256; RIA; Financial Advisory; Started 7/1/2012; 5 hours per month, 20 during trading hours; Financial Planning
Lazor Insurance and Financial; Not securities related; 404 North Court St, Medina, OH 44256; Fixed life and annuity sales; Financial Advisor; Started 7/1/2012; 5 hours per month, 20 during trading hours; sales and service of fixed life and annuity
CRS (Client Relationship Summary) - RIA
Click below to view Gary Martin Chidsey'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: 2022
Experience
Current
January 2, 2020 - Present
LEXAURUM ADVISORS
Office #1: 404 North Court St., Medina, OH 44256RIA
CRD#: 283653
Medina, OH
Current
January 2, 2020 - Present
INTEGRITY ALLIANCE, LLC.
Office #1: 404 North Court Street, Medina, OH 44256RIA
BD
CRD#: 139627
Medina, OH
Past
May 13, 2013 - December 31, 2019
NATIONWIDE SECURITIES, LLC
RIA
CRD#: 11173
MEDINA, OH
Past
July 31, 2012 - December 31, 2019
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
MEDINA, OH
Past
January 4, 2011 - July 5, 2012
EDWARD JONES
RIA
CRD#: 250
SHEFFIELD VILLAGE, OH
Past
December 16, 2010 - July 5, 2012
EDWARD JONES
BD
CRD#: 250
SHEFFIELD VILLAGE, OH
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
Colorado(12/9/2021)
RR
Florida(7/7/2020)
RR
Ohio(1/2/2020)
IAR
Ohio(1/2/2020)
RR
Pennsylvania(1/2/2020)
IAR
Texas(1/11/2021)
RR
Washington(10/19/2021)
Exams
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#: 283653Medina, OH 44256TRUST BUT VERIFY
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