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Michael Douglas Brocker

LEGACY WEALTH ASSET MANAGEMENT, LLC·WOODBURY, Minnesota
Unclaimed Profile
683 BIELENBERG DRIVE, WOODBURY, MN 55125CRD# 1951402Firm CRD# 306732
01

About

Michael Douglas Brocker is a registered financial advisor based in WOODBURY, Minnesota, affiliated with LEGACY WEALTH ASSET MANAGEMENT, 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 WEALTH ASSET MANAGEMENT, LLC
LEGACY WEALTH
AUM
$413M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at LEGACY WEALTH ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1951402
Firm CRD# 306732
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Douglas Brocker offer?
Michael Douglas Brocker specializes in Financial Planning, Investment Management. Contact their office in WOODBURY, Minnesota for a consultation.
What are Michael Douglas Brocker's credentials?
Michael Douglas Brocker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Douglas Brocker located?
Michael Douglas Brocker is based in WOODBURY, Minnesota, working with LEGACY WEALTH ASSET MANAGEMENT, LLC. Their office serves clients in the WOODBURY metropolitan area and surrounding communities.
How does Michael Douglas Brocker charge for services?
Michael Douglas Brocker's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY WEALTH ASSET MANAGEMENT, LLC?
LEGACY WEALTH ASSET MANAGEMENT, LLC has approximately 10 employees and manages $413M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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