Drew Rankin
Advisor at Lexaurum Advisors — Ankeny, IA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Ankeny, IA 50023
Lexaurum Advisors
Multi-team
Drew Rankin is a financial advisor at Lexaurum Advisors in Ankeny, IA, holding a Series 65 designation. He has recent experience at WealthCharter Retirement Planning and has worked in various roles including at Polk County Conservation and Iowa State University. Outside of finance, he was a soccer club referee for Dallas Center-Grimes Soccer Club. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm manages approximately $1.27 billion through a multi-advisor team, utilizing diversified portfolios aligned with modern portfolio theory and offering both discretionary and non-discretionary engagements.
Based on Lexaurum Advisors
Based on Lexaurum Advisors
Financial planning fees may be fixed amounts; specific amounts not stated
$0 - $2,000,000: 2.00% annually $2,000,001 - $5,000,000: 1.75% annually $5,000,001+: 1.50% annually
Insurance product commissions and 12b-1 fees from investment companies (not from LexAurum-managed accounts)
Financial planning fees may be hourly based; specific rates not stated
Fee-only: Financial planning fees charged as fixed amount or hourly rate; fees quoted in advance and negotiable based on complexity and service level
Ankeny, IA
1250 SW State St
Ankeny IA 50023
Advisors at this office
3
Iowa
< 1 year of industry experience
WealthCharter Retirement Planning
2026 - Present • 1 year
A, IA
WealthCharter Retirement Planning
2025 - 2026 • 1 year
Ankeny, IA
WealthCharter Retirement Planning
2025 - 2025 • 1 year
Ankeny, IA
Polk County Conservation
2024 - 2024 • 1 year
Granger, IA
Iowa state university
2023 - 2026 • 3 years
Ames, IA
Kwik Star
2023 - 2024 • 1 year
Ames, IA
Not Employed
2018 - 2023 • 5 years
Grimes, IA
Dallas Center-Grimes Soccer Club Referee
2016 - 2018 • 2 years
Grimes, IA
Not Employed
2016 - 2018 • 2 years
Grimes, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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