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Thomas Lee Menzel

LEGACY FINANCIAL ADVISORS CORPORATION·BLOOMINGTON, Minnesota
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3500 AMERICAN BLVD W, BLOOMINGTON, MN 55431CRD# 1091744Firm CRD# 115384
01

About

Thomas Lee Menzel is a registered financial advisor based in BLOOMINGTON, Minnesota, affiliated with LEGACY FINANCIAL ADVISORS CORPORATION. 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 ADVISORS CORPORATION
LEGACY FINANCIAL ADVISORS CORPORATION
AUM
$257M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LEGACY FINANCIAL ADVISORS CORPORATION →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 1091744
Firm CRD# 115384
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Lee Menzel offer?
Thomas Lee Menzel specializes in Financial Planning, Investment Management. Contact their office in BLOOMINGTON, Minnesota for a consultation.
What are Thomas Lee Menzel's credentials?
Thomas Lee Menzel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Lee Menzel located?
Thomas Lee Menzel is based in BLOOMINGTON, Minnesota, working with LEGACY FINANCIAL ADVISORS CORPORATION. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.
How does Thomas Lee Menzel charge for services?
Thomas Lee Menzel's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY FINANCIAL ADVISORS CORPORATION?
LEGACY FINANCIAL ADVISORS CORPORATION has approximately 6 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Richard P Keast — REDHAWK WEALTH ADVISORS, INC.Peter Andrew Birkeland — SIGHTLINE PARTNERS LLCKeith Wayne Julson — KDV WEALTH MANAGEMENT LLCGregory Stephen Kemp — GUARDIAN WEALTH ADVISORS, LLCDaniel Joseph Kemp — GUARDIAN WEALTH ADVISORS, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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