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Richard S

Series 63, Series 65

Fairfield, TX

LexAurum Advisors

Richard Schaufert is a financial advisor with LexAurum Advisors, holding the Series 63 and Series 65 designations and bringing 42 years of industry experience. He has worked at multiple firms, including The Kirkwood Group, Inc. since 2003, and has been with LexAurum Advisors since 2019. Outside of finance, Schaufert serves as Firefighter EMT and Chief for the Fairfield Volunteer Fire Department and is active in the Fairfield Lodge 103 AF&AM fraternity. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutions. The firm employs a multi-advisor team and emphasizes diversified portfolios aligned with modern portfolio theory, offering both discretionary and non-discretionary management through standardized model allocations implemented mainly with low-cost ETFs.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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