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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)35 years in industry

KRIS ALAN PERSINGER

Advisor at LEXAURUM ADVISORS

OVERLAND PARK, KS | WASHINGTON, DC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c5d3fb0e-65b3-b64b-5145-3eaf23516b54

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 3, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LEXAURUM ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 27, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Feb 27, 1991
First registration: Apr 3, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 1741875

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LEXAURUM ADVISORS	Independent wealth	Apr 19, 2021	n/a	yes	WASHINGTON, DC\|OVERLAND PARK, KS	Current employment
SUMMIT FINANCIAL GROUP INC	Former SEC adviser	Sep 1, 2016	Apr 21, 2021	no	WASHINGTON, DC	Previous registration
VSR ADVISORY SERVICES	Former SEC adviser	Jul 25, 2008	Nov 2, 2016	no	OVERLAND PARK, KS\|WASHINGTON, DC\|LAWRENCE, KS\|WASHINGTON, DC\|OVERLAND PARK, KS	Previous registration
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY	n/a	Apr 3, 2003	Apr 30, 2007	no	MILWAUKEE, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SUMMIT FINANCIAL GROUP INC	LEXAURUM ADVISORS	Apr 21, 2021	Apr 19, 2021	-2	Firm change	Ibd to RIA
VSR ADVISORY SERVICES	SUMMIT FINANCIAL GROUP INC	Nov 2, 2016	Sep 1, 2016	-62	Channel change	Other
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY	VSR ADVISORY SERVICES	Apr 30, 2007	Jul 25, 2008	452	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
109485:283653:DC:2021-04-20	Apr 21, 2021	Apr 19, 2021	WASHINGTON, DC	Firm change
14503:109485:KS:2016-10-31	Nov 2, 2016	Sep 1, 2016	OVERLAND PARK, KS	Firm change after gap

Relationships

Registered with (4)

→ LEXAURUM ADVISORSRegistered adviserregistration: current employment
Apr 19, 2021 to presentfactForm ADV
→ SUMMIT FINANCIAL GROUP INCRegistered adviserregistration: previous registration
Sep 1, 2016 to Apr 21, 2021factForm ADV
→ VSR ADVISORY SERVICESRegistered adviserregistration: previous registration
Jul 25, 2008 to Nov 2, 2016factForm ADV
→ NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANYRegistered adviserregistration: previous registration
Apr 3, 2003 to Apr 30, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c5d3fb0e-65b3-b64b-5145-3eaf23516b54
First observed: Apr 3, 2003
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KRIS ALAN PERSINGER

Advisor at LEXAURUM ADVISORS

OVERLAND PARK, KS | WASHINGTON, DC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c5d3fb0e-65b3-b64b-5145-3eaf23516b54

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:21 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

LEXAURUM ADVISORS

Independent wealth

Apr 19, 2021

n/a

yes

WASHINGTON, DC|OVERLAND PARK, KS

Current employment

SUMMIT FINANCIAL GROUP INC

Former SEC adviser

Sep 1, 2016

Apr 21, 2021

WASHINGTON, DC

Previous registration

VSR ADVISORY SERVICES

Former SEC adviser

Jul 25, 2008

Nov 2, 2016

OVERLAND PARK, KS|WASHINGTON, DC|LAWRENCE, KS|WASHINGTON, DC|OVERLAND PARK, KS

Previous registration

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

n/a

Apr 3, 2003

Apr 30, 2007

MILWAUKEE, WI

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

SUMMIT FINANCIAL GROUP INC

LEXAURUM ADVISORS

Apr 21, 2021

Apr 19, 2021

-2

Firm change

Ibd to RIA

VSR ADVISORY SERVICES

SUMMIT FINANCIAL GROUP INC

Nov 2, 2016

Sep 1, 2016

-62

Channel change

Other

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

VSR ADVISORY SERVICES

Apr 30, 2007

Jul 25, 2008

452

Firm change after gap

Other

Team

Left

Joined

From

Kind

109485:283653:DC:2021-04-20

Apr 21, 2021

Apr 19, 2021

WASHINGTON, DC

Firm change

14503:109485:KS:2016-10-31

Nov 2, 2016

Sep 1, 2016

OVERLAND PARK, KS

Firm change after gap