Unclaimed Profile

Jack Kynion

LEGACY ADVISORY GROUP LLC·OVERLAND PARK, Kansas

Clean recordLEGACY ADVISORY GROUP LLC

7111 W. 98TH TERRACE, OVERLAND PARK, KS 66212CRD# 1029638Firm CRD# 141329

Profile Verification

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

Identity

Jack Kynion · OVERLAND PARK, KS

Registration

CRD #1029638 · LEGACY ADVISORY GROUP LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jack Kynion is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with LEGACY ADVISORY GROUP LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

LEGACY ADVISORY GROUP LLC

LEGACY ADVISORY GROUP

AUM

$103M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEGACY ADVISORY GROUP LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 1029638

Firm CRD# 141329

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jack Kynion offer?

Jack Kynion specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Jack Kynion's credentials?

Jack Kynion is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jack Kynion located?

Jack Kynion is based in OVERLAND PARK, Kansas, working with LEGACY ADVISORY GROUP LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Jack Kynion charge for services?

Jack Kynion's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY ADVISORY GROUP LLC?

LEGACY ADVISORY GROUP LLC has approximately 4 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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