Unclaimed Profile

William Bemis Elson

LEGACY FINANCIAL GROUP, LLC·DES MOINES, Iowa

SIE, Series 7, Series 24, Series 31, Series 63CFP27 years registeredLEGACY FINANCIAL GROUP, LLC

6000 GRAND AVENUE, DES MOINES, IA 50312CRD# 1808374Firm CRD# 154927

Profile Verification

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

Identity

William Bemis Elson · DES MOINES, IA

Registration

CRD #1808374 · LEGACY FINANCIAL GROUP, LLC · 27 years registered

Brand Profile

Not yet started

Career History

LEGACY FINANCIAL GROUP

Jul 2016 – present

VSR ADVISORY SERVICES

Feb 2003 – Jul 2016

DES MOINES, IA

SPECTRUM FINANCIAL SERVICES

Jun 1999 – Dec 2010

DES MOINES, IA

THE MASTERS, INC.

Jan 1999 – Feb 2003

BONDURANT, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Registration record

First registered · January 1, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

2010Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 William Bemis Elson offer?

William Bemis Elson specializes in Financial Planning, Investment Management. Contact their office in DES MOINES, Iowa for a consultation.

What are William Bemis Elson's credentials?

William Bemis Elson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Bemis Elson located?

William Bemis Elson 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 William Bemis Elson charge for services?

William Bemis Elson'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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