Kyle Michael Harsha
Investment Adviser Representative at Lexaurum Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kyle Michael Harsha is an investment adviser representative with Lexaurum Advisors in Smithville, MO, where they have been registered since 2020. They have worked in the securities industry since 2016 and have been registered with 3 firms, including RISE Consulting, LLC and Avantax Advisory Services. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Missouri.
Registrations & licenses
- Investment adviser:
- Missouri
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Roasterie, IncAug 2015 – Nov 2018Kansas City, MO
- KL Johnson & AssociatesMar 2016 – Dec 2018Topeka, KS
- HD Vest Investment ServicesMar 2016 – May 2020Topeka, KS
- HD Vest Advisory ServicesJan 2017 – May 2020Topeka, KS
- VinotecaJan 2017 – Dec 2018Saint Louis, MO
- Money Matters Tax and Financial ServicesJan 2019 – no end date reportedSmithville, MO
- Rise Consulting, LLCMay 2020 – Jun 2020Overland Park, KS
- LexAurum Advisors, LLCJun 2020 – no end date reportedOverland Park, KS
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Lexaurum Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Up to $2,000,0002.00%
- $2,000,001 - $5,000,0001.75%
- Assets over $5,000,0001.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 34
- Offices listed on AdvisorFinder:
- 13
- Main office:
- Overland Park, KS
- SEC file number:
- 801-107738
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 1, 2026
View full firm profileOther advisors at Lexaurum Advisors
Showing 12 of 34 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Michael Harsha has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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