Advisors at this firm
Lawrence E
Series 65
Springfield, MO
Auxan Capital Advisors, LLC
Lawrence Ebisch is a Series 65-licensed financial advisor with over 21 years of industry experience. He is affiliated with Auxan Capital Advisors, LLC and has been involved with the firm since 2015. Outside of his advisory work, he operates Classy Llama Studios LLC, a non-investment-related business. Auxan Capital Advisors is a mid-sized advisory team serving individual and high-net-worth clients, trusts, charitable organizations, and employer retirement plans. The firm employs a blend of statistical modeling and various analytical techniques to manage portfolios through both active and passive strategies, with an emphasis on adjusting equity and bond exposure based on measured market risk.
Jimmy S
Series 63, Series 65
Springfield, MO
Auxan Capital Advisors, LLC
Jimmy Schmidly is a financial advisor with Auxan Capital Advisors, LLC in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Auxan Capital Advisors since 2010 and previously spent 11 years at Assemblies Of God Credit Union. Schmidly also offers life, long-term care, and fixed annuity insurance products as part of his client services. Auxan Capital Advisors is a mid-sized team serving individual and high-net-worth clients, trusts, charitable organizations, and employer retirement plans. The firm uses a combination of statistical modeling and various forms of market analysis to manage portfolios actively and passively, with flexibility in trading techniques and a limited-scope fiduciary role for retirement plan advisory services.
Travis L
Series 66
Springfield, MO
Auxan Capital Advisors, LLC
Travis Lathrop is a financial advisor at Auxan Capital Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Auxan since 2022. Prior to joining Auxan, he was employed at Cornerstone Wealth Management and LPL Financial, and he currently serves as Chief Revenue Officer at Classy Llama, an eCommerce business. Lathrop is also a member of the Strafford R-VI School Board. Auxan Capital Advisors is a mid-sized advisory team serving individual and high-net-worth clients, trusts, charitable organizations, and employer retirement plans. The firm provides discretionary portfolio management using a combination of statistical modeling and various analytical methods, with an emphasis on adjusting equity and bond exposure based on measured market risk.
Jeffrey R
Series 65
Springfield, MO
Auxan Capital Advisors, LLC
Jeffrey Reeb is a financial advisor with Auxan Capital Advisors, LLC in Springfield, MO, holding a Series 65 designation and 12 years of industry experience. He has worked at Auxan Capital Advisors since 2012 and also owns and operates Dent Boss, Inc., a paintless dent repair business specializing in insurance claims related to hail damage. Auxan Capital Advisors is a mid-sized advisory team serving individual and high-net-worth clients, trusts, charitable organizations, and employer retirement plans. The firm employs a blend of statistical modeling, fundamental, technical, and cyclical analysis to manage discretionary portfolios using both active and passive strategies, with an emphasis on adjusting equity and bond exposure based on measured market risk.
Timothy B
Series 65
Springfield, MO
Auxan Capital Advisors, LLC
Timothy Baker is a financial advisor at Auxan Capital Advisors, LLC in Springfield, MO, with 12 years of industry experience. He holds a Series 65 designation and has been with Auxan since 2014. Outside of his advisory role, Baker offers life and long-term care insurance and fixed annuities as needed, and he is involved in dog training through Nottingham Kennels. Auxan Capital Advisors is a mid-sized team serving individual and high-net-worth clients, trusts, charitable organizations, and employer retirement plans. The firm combines statistical modeling with fundamental and technical analysis to manage portfolios using both active and passive strategies, with a focus on adjusting equity and bond exposure based on market risk.
Jace H
Series 65
Springfield, MO
Auxan Capital Advisors, LLC
Jace Henry is a financial advisor at Auxan Capital Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Auxan Capital Advisors, he held various roles including positions in construction and education. Auxan Capital Advisors is a mid-sized advisory team serving individual and high-net-worth clients, trusts, charitable organizations, and employer retirement plans. The firm employs a blend of statistical modeling, fundamental and technical analysis, and cyclical analysis to manage portfolios using both active and passive strategies.
Dwight F
Series 63, Series 65
Springfield, MO
Auxan Capital Advisors, LLC
Dwight Fay is a financial advisor with Auxan Capital Advisors, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Auxan Capital Advisors in 2018. Fay also offers life, long-term care insurance, and annuities to clients for estate purposes. Auxan Capital Advisors is a mid-sized advisory team serving individual and high-net-worth clients, trusts, charitable organizations, and employer retirement plans. The firm employs a blend of statistical modeling, fundamental, technical, and cyclical analysis to manage portfolios using both active and passive strategies, with an emphasis on adjusting equity and bond exposure based on market risk.
James S
Series 65
Springfield, MO
Auxan Capital Advisors, LLC
James Schmidly is a financial advisor with Auxan Capital Advisors, LLC in Springfield, MO, holding a Series 65 designation and 20 years of industry experience. He has been with Auxan Capital Advisors since 2008 and previously worked at Evangel University for 11 years. Outside of his advisory role, he is involved in missionary work with Assemblies of God World Missions and offers life and health insurance products for estate planning purposes. Auxan Capital Advisors is a mid-sized team serving individual and high-net-worth clients, trusts, charitable organizations, and employer retirement plans. The firm employs a blend of statistical modeling, fundamental, technical, and cyclical analysis to manage portfolios using both active and passive strategies, with a focus on adjusting equity and bond exposure based on market risk.