Ankeny, IA Office
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Lexaurum Advisors
Multi-team
Firm-wide stats for Lexaurum Advisors
About
LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses and institutional clients, and it also serves other advisory firms as a sub‑adviser. The firm manages about $1.27 billion for roughly 2,189 clients and operates with a multi‑advisor team of 32 professionals offering both discretionary and non‑discretionary engagements.
The firm’s investment approach emphasizes diversified portfolios aligned with modern portfolio theory and uses fundamental, market‑trend, and economic‑cycle analysis; its standardized Golden Rule Program offers eight model allocations, typically implemented with low‑cost ETFs. LexAurum offers traditional custodial management and also provides discretionary rebalancing for assets held on third‑party platforms (for example, 401(k), 403(b), TSP and HSA accounts) through an integration with the Pontera platform.
Distinctive features disclosed in the brochure include the firm’s use of client testimonials and endorsements in its marketing, a practice that is uncommon among multi‑team peers, and a sub‑advisory program that makes GRP model portfolios and billing services available to other advisers. The firm also discloses a range of third‑party economic relationships — including a platform fee paid to Pontera, custodial support services, referral arrangements, and potential insurance and broker‑dealer compensation — and identifies these arrangements as potential conflicts of interest that it discloses to clients.
Based on Lexaurum Advisors
Expertise
Based on Lexaurum Advisors
Location
1250 SW State St
Ankeny IA 50023
Advisors at this office
3
Advisors at this office
Timothy H
CFP®, Series 63, Series 65
Ankeny, IA
Lexaurum Advisors
Timothy Hawkins is a CFP® professional with 26 years of experience in financial advisory roles, currently serving at Lexaurum Advisors. His previous work includes long tenures at The Masters Group Inc and Brokers International Financial Services. Outside of his advisory work, he is involved in managing multiple real estate-related business activities. LexAurum Advisors is a multi-advisor firm managing approximately $1.27 billion for individuals, families, businesses, and institutions. The firm employs a diversified investment approach aligned with modern portfolio theory and offers standardized model portfolios typically implemented with low-cost ETFs.
Drew R
Series 65
Ankeny, IA
Lexaurum Advisors
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.
Michael M
CFP®, Series 66
Ankeny, IA
Lexaurum Advisors
Michael Murkins is a CFP® and holds the Series 66 designation with eight years of industry experience. He is currently with LexAurum Advisors, where he has been since 2026, following multiple roles at Syverson Strege and prior experience at U.S. Bancorp Investments, Marrs Wealth Management, Workiva, and Renewable Energy Group. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients, and also serves other advisory firms as a sub-adviser. The firm manages approximately $1.27 billion for about 2,189 clients, employing a multi-advisor team that focuses on diversified portfolios aligned with modern portfolio theory and offers model allocations typically implemented with low-cost ETFs.
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