Jim Boldt brings over four decades of experience in the financial services industry. His career has included roles as an agent, agency manager, and now independent agency owner and investment advisor providing personalized retirement and wealth planning.

Jim is certified through the American College of Financial Services as a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Life Underwriter Training Council Fellow (LUTCF®), and I am also a Certified Financial Educator (CFE®). His CLU® designation reflects advanced expertise in life insurance, estate planning, and business succession, earned through extensive graduate-level coursework. As a ChFC®, he completed comprehensive training in holistic financial planning, including retirement, tax, investment, and risk-management strategies. His LUTCF® designation provides a strong foundation in ethical practice, client-focused service, and needs-based insurance planning. In addition, his CFE® credential demonstrates my commitment to financial literacy and his ability to clearly communicate financial concepts to individuals, families, and community groups.

Throughout his career, Jim has been an active leader in the professional community. He served as President and Board Member of the Society of Financial Planning Professionals (SFSP) in Kansas City and is a long-
standing member of the National Association of Insurance and Financial Advisors (NAIFA).

Beyond his professional life, Jim is a member of St. Paul Parish in Olathe, where he participates in several ministries. Away from the office, he enjoys spending time with his wife, adult children, and grandchildren.

Jim is proud to be an independent agency owner and, more importantly, a retirement and wealth planner who strives to make a meaningful difference in his clients’ financial well-being. At his firm, he and his team guide clients in selecting insurance and financial solutions that meet their current and future needs. The agency offers a full range of financial and insurance services, including life insurance, annuities, and long-term care products, as well as a comprehensive line of property and casualty coverage. We provide our clients unparalleled access to insurance experience and expertise.

At the core of Jim’s philosophy is a simple truth: risk is real—and protecting clients from the realities of risk is our most important job.

Advisory services offered through LexAurum Advisors, LLC, an SEC registered investment adviser.