AdvisorOS Directory
Claim Profile
HH

Heather N Hardman

LEGACY FINANCIAL STRATEGIES, LLC·LEAWOOD, Kansas
Unclaimed Profile
11300 TOMAHAWK CREEK PARKWAY, LEAWOOD, KS 66211CRD# 6060479Firm CRD# 283553
01

About

Heather N Hardman is a registered financial advisor based in LEAWOOD, Kansas, affiliated with LEGACY FINANCIAL STRATEGIES, 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
03

Firm Overview

Firm
LEGACY FINANCIAL STRATEGIES, LLC
LEGACY FINANCIAL STRATEGIES, LLC
AUM
$646M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at LEGACY FINANCIAL STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6060479
Firm CRD# 283553
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LEAWOOD?

Browse all registered financial advisors in LEAWOOD, Kansas or claim this profile if it's yours.

Browse LEAWOOD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Heather N Hardman offer?
Heather N Hardman specializes in Financial Planning, Investment Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are Heather N Hardman's credentials?
Heather N Hardman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather N Hardman located?
Heather N Hardman is based in LEAWOOD, Kansas, working with LEGACY FINANCIAL STRATEGIES, LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does Heather N Hardman charge for services?
Heather N Hardman'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LEAWOOD
Steven Kenneth Braun — COGNIOS CAPITAL, LLCMatthew Allen Striegel — THE RETIREMENT PLANNING GROUP, LLCKelly Brian Rorie — LOGIA PORTFOLIO MANAGEMENT, LLCPaul Bradley Adams — TORTOISE INDEX SOLUTIONS, LLCJohn Gerard Brandmeyer — COGNIOS CAPITAL, LLC
Nearby cities in Kansas
OVERLAND PARK (478)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
OVERLAND PARK GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile