Chesterfield, MO Office

Team
Updated today

Client AUM

$1,245,021,879

Clients

2,189

Advisors

2

Of 34 advisors across 20 offices

Location

Chesterfield MO

Advisors at this office

2

Advisors at this office

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Matthew T

ChFC®, Series 63, Series 66

Chesterfield, MO

Lexaurum Advisors

Matthew Tooley is a financial advisor at Lexaurum Advisors with 18 years of industry experience. He holds the ChFC® designation and has worked previously at Northwestern Mutual Wealth Management Company and its affiliated entities from 2008 to 2020. Outside of his advisory role, he coaches volleyball for a youth sports club. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion across a multi-advisor team and offers diversified portfolios based on modern portfolio theory, including model allocations implemented with low-cost ETFs.

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

Series 65

Chesterfield, MO

Lexaurum Advisors

Thomas Doellman is a financial advisor at Lexaurum Advisors with five years of industry experience and holds a Series 65 designation. He has worked at Elemental Wealth Group since 2020 and is an associate professor of finance at Saint Louis University, where he has taught since 2012. Additionally, he serves as a consultant and member of the investment committee at Scottsdale Wealth Planning. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion and employs a multi-advisor approach with diversified portfolios based on modern portfolio theory and a standardized model allocation program.

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