Kyle Michael Harsha
Investment adviser representative at Lexaurum Advisors
5 yearsExperience
1 stateRegistered in
$1.3BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
5 years in the industry.
- Lexaurum Advisors, LLCJun 2020 to now
- Money Matters Tax and Financial ServicesJan 2019 to now
- Rise Consulting, LLCMay 2020 to Jun 2020
- Hd Vest Advisory ServicesJan 2017 to May 2020
- VinotecaJan 2017 to Dec 2018
- Hd Vest Investment ServicesMar 2016 to May 2020
- Kl Johnson & AssociatesMar 2016 to Dec 2018
- Roasterie, IncAug 2015 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MO).
Lexaurum Advisors
Legal name: Lexaurum Advisors, LLC
$1.3BAssets managed
2,230Clients
35Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6623288
- Firm CRD
- 283653