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Bethany Marae Boschert

LEGACY FINANCIAL STRATEGIES, LLC·OVERLAND PARK, Kansas
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5400 COLLLEGE BLVD., OVERLAND PARK, KS 66211CRD# 6765549Firm CRD# 283553
01

About

Bethany Marae Boschert is a registered financial advisor based in OVERLAND PARK, 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# 6765549
Firm CRD# 283553
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bethany Marae Boschert offer?
Bethany Marae Boschert specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Bethany Marae Boschert's credentials?
Bethany Marae Boschert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bethany Marae Boschert located?
Bethany Marae Boschert is based in OVERLAND PARK, Kansas, working with LEGACY FINANCIAL STRATEGIES, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Bethany Marae Boschert charge for services?
Bethany Marae Boschert'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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Nearby cities in Kansas
LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
LEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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