Unclaimed Profile

Chad Wesley Terry

LEGACY FINANCIAL GROUP, LLC·DES MOINES, Iowa

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record24 years registeredLEGACY FINANCIAL GROUP, LLC

6000 GRAND AVENUE, DES MOINES, IA 50312CRD# 3112718Firm CRD# 154927

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chad Wesley Terry · DES MOINES, IA

Registration

CRD #3112718 · LEGACY FINANCIAL GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

NICOLET WEALTH MANAGEMENT

Apr 2026 – present

LEGACY FINANCIAL GROUP

Sep 2020 – Nov 2025

DES MOINES, IA

AMERIPRISE FINANCIAL SERVICES, LLC.

Jun 2017 – Aug 2020

OMAHA, NE

BLACKROCK INVESTMENT MANAGEMENT, LLC

Mar 2011 – Apr 2017

CHICAGO, IL

PRINCOR FINANCIAL SERVICES CORPORATION

Dec 2006 – Mar 2011

DES MOINES, IA

THE MASTERS

Feb 2003 – Nov 2003

OVERLAND PARK, KS

THE MASTERS, INC.

Aug 2002 – Feb 2003

WEST DES MOINES, IA

SUCCESSFUL RESOURCE MANAGEMENT, LTD.

Jan 2002 – Aug 2002

DES MOINES, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 16, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY FINANCIAL GROUP, LLC

CRD 154927 · SEC 801-79803

AUM

$726M

Regulatory assets under management

Employees

3,807 client accounts

Services offered by LEGACY FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LEGACY FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Chad Wesley Terry offer?

Chad Wesley Terry specializes in Financial Planning, Investment Management. Contact their office in DES MOINES, Iowa for a consultation.

What are Chad Wesley Terry's credentials?

Chad Wesley Terry holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Chad Wesley Terry located?

Chad Wesley Terry is based in DES MOINES, Iowa, working with LEGACY FINANCIAL GROUP, LLC. Their office serves clients in the DES MOINES metropolitan area and surrounding communities.

How does Chad Wesley Terry charge for services?

Chad Wesley Terry's firm is compensated through percentage of aum, hourly charges, other: financial education program fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY FINANCIAL GROUP, LLC?

LEGACY FINANCIAL GROUP, LLC has approximately 18 employees and manages $726M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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