Unclaimed Profile

Gretchen Cathleen Vosburgh

LEGACY FINANCIAL STRATEGIES, LLC·LEAWOOD, Kansas

Series 65Clean record13 years registeredLEGACY FINANCIAL STRATEGIES, LLC

11300 TOMAHAWK CREEK PARKWAY, LEAWOOD, KS 66211CRD# 2453462Firm CRD# 283553

Profile Verification

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

Identity

Gretchen Cathleen Vosburgh · LEAWOOD, KS

Registration

CRD #2453462 · LEGACY FINANCIAL STRATEGIES, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEGACY FINANCIAL STRATEGIES, LLC

LEGACY FINANCIAL STRATEGIES, LLC

Aug 2016 – Mar 2018

Leawood, KS

LEGACY FINANCIAL STRATEGIES, LLC

Apr 2013 – Dec 2016

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 22, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY FINANCIAL STRATEGIES, LLC

CRD 283553 · SEC 801-107930

AUM

$646M

Regulatory assets under management

Employees

1,921 client accounts

Services offered by LEGACY FINANCIAL STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEGACY FINANCIAL STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Gretchen Cathleen Vosburgh offer?

Gretchen Cathleen Vosburgh specializes in Financial Planning, Investment Management.

What are Gretchen Cathleen Vosburgh's credentials?

Gretchen Cathleen Vosburgh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gretchen Cathleen Vosburgh located?

Gretchen Cathleen Vosburgh is based in LEAWOOD, Kansas, last registered with LEGACY FINANCIAL STRATEGIES, LLC.

How does Gretchen Cathleen Vosburgh charge for services?

Gretchen Cathleen Vosburgh's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY FINANCIAL STRATEGIES, LLC?

LEGACY FINANCIAL STRATEGIES, LLC has approximately 14 employees and manages $646M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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