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Mary Dotterer Pitcher

LEGACY FINANCIAL GROUP, LLC·DES MOINES, Iowa
Unclaimed Profile
6000 GRAND AVENUE, DES MOINES, IA 50312CRD# 4347622Firm CRD# 154927
01

About

Mary Dotterer Pitcher is a registered financial advisor based in DES MOINES, Iowa, affiliated with LEGACY FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LEGACY FINANCIAL GROUP, LLC
LEGACY FINANCIAL GROUP
AUM
$726M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at LEGACY FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: FINANCIAL EDUCATION PROGRAM FEES
Regulatory
SEC/IARD CRD# 4347622
Firm CRD# 154927
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mary Dotterer Pitcher offer?
Mary Dotterer Pitcher specializes in Financial Planning, Investment Management. Contact their office in DES MOINES, Iowa for a consultation.
What are Mary Dotterer Pitcher's credentials?
Mary Dotterer Pitcher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Dotterer Pitcher located?
Mary Dotterer Pitcher 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 Mary Dotterer Pitcher charge for services?
Mary Dotterer Pitcher'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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David Michael Blake — PRINCIPAL GLOBAL INVESTORS, LLCJoyce Nixson Hoffman — PRINCOR FINANCIAL SERVICES CORPORATIONLeanne Marie Valentine — PRINCIPAL ADVISED SERVICES, LLCEdward C Poulsen — AVIVA INVESTORS NORTH AMERICA, INC.Larry Donald Zimpleman — PRINCIPAL GLOBAL INVESTORS, LLC
Nearby cities in Iowa
WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)
City Guides
WEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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