Unclaimed Profile

Michael Lee Child

LEGACY PLANNING GROUP·MIDVALE, Utah

SIE, Series 7, Series 63, Series 6626 years registeredLEGACY PLANNING GROUP

6770 SOUTH 900 EAST, MIDVALE, UT 84047-1726CRD# 3128249Firm CRD# 145130

Profile Verification

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

Identity

Michael Lee Child · MIDVALE, UT

Registration

CRD #3128249 · LEGACY PLANNING GROUP · 26 years registered

Brand Profile

Not yet started

Career History

LPG CAPITAL MANAGEMENT

Jun 2018 – present

LEGACY PLANNING GROUP

Feb 2008 – Dec 2018

DRAPER, UT

INVESTMENT MANAGEMENT CORPORATION

Jan 2008 – Mar 2008

SALT LAKE CITY, UT

INVESTMENT MANAGEMENT CORPORATION

Sep 2003 – Dec 2007

SALT LAKE CITY, UT

EAGLE GATE SECURITIES,INC.

Aug 2002 – Oct 2003

SALT LAKE CITY, UT

UBS PAINEWEBBER INC.

Jun 2000 – Aug 2002

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · June 5, 2000

Years registered · 26

Disclosure History

2018Customer Dispute·Closed-No Action

2015Customer Dispute·Denied

2015Customer Dispute·Settled

2013Customer Dispute·Settled

2012Regulatory·Final

2008Employment Separation After Allegations

2003Employment Separation After Allegations

2002Customer Dispute·Settled

2002Employment Separation After Allegations

9 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LEGACY PLANNING GROUP

CRD 145130 · SEC 801-70073

AUM

$42M

Regulatory assets under management

Employees

538 client accounts

Services offered by LEGACY PLANNING GROUP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other advisory services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEGACY PLANNING GROUP →

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MIDVALE?

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

Browse MIDVALE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Lee Child offer?

Michael Lee Child specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIDVALE, Utah for a consultation.

What are Michael Lee Child's credentials?

Michael Lee Child is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Lee Child located?

Michael Lee Child is based in MIDVALE, Utah, working with LEGACY PLANNING GROUP. Their office serves clients in the MIDVALE metropolitan area and surrounding communities.

How does Michael Lee Child charge for services?

Michael Lee Child'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 PLANNING GROUP?

LEGACY PLANNING GROUP has approximately 1 employees and manages $42M 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 →