LEGACY FINANCIAL ADVISORS CORPORATION

BLOOMINGTON, Minnesota·3 registered advisors·CRD# 115384
SEC# 801-620260952-893-5555
01

Firm Overview

AUM
$257M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LEGACY FINANCIAL ADVISORS CORPORATION

3 registered advisors
Laura Anne Biermann
BLOOMINGTON, Minnesota
Shawn Jay Jacobson
BLOOMINGTON, Minnesota
Thomas Lee Menzel
BLOOMINGTON, Minnesota
05

Office Locations

BLOOMINGTON, Minnesota
3 advisors

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Data sourced from SEC Form ADV filings. LEGACY FINANCIAL ADVISORS CORPORATION (CRD# 115384) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.