Unclaimed Profile

Theodore Deitche Baszler

LEGACY CAPITAL PARTNERS, INC.·MILWAUKEE, Wisconsin

SIE, Series 6, Series 7, Series 53, Series 63CFAClean record24 years registeredLEGACY CAPITAL PARTNERS, INC.

1200 NORTH MAYFAIR ROAD, MILWAUKEE, WI 53226-3282CRD# 1793591Firm CRD# 105735

Profile Verification

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

Identity

Theodore Deitche Baszler · MILWAUKEE, WI

Registration

CRD #1793591 · LEGACY CAPITAL PARTNERS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEGACY CAPITAL PARTNERS, INC.

LEGACY CAPITAL PARTNERS, INC.

Nov 2017 – Jul 2020

MILWAUKEE, WI

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dec 2015 – Nov 2017

SHEBOYGAN, WI

HEARTLAND ADVISORS, INC.

Jan 2002 – Feb 2015

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 53

Series 63

Registration record

First registered · January 10, 2002

Years registered · 24

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY CAPITAL PARTNERS, INC.

CRD 105735 · SEC 801-8846

AUM

$494M

Regulatory assets under management

Employees

192 client accounts

Services offered by LEGACY CAPITAL PARTNERS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LEGACY CAPITAL PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Theodore Deitche Baszler offer?

Theodore Deitche Baszler specializes in Investment Management, Wealth Management.

What are Theodore Deitche Baszler's credentials?

Theodore Deitche Baszler holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Theodore Deitche Baszler located?

Theodore Deitche Baszler is based in MILWAUKEE, Wisconsin, last registered with LEGACY CAPITAL PARTNERS, INC..

How does Theodore Deitche Baszler charge for services?

Theodore Deitche Baszler's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY CAPITAL PARTNERS, INC.?

LEGACY CAPITAL PARTNERS, INC. has approximately 6 employees and manages $494M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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