LEGACY FINANCIAL GROUP, LLC

LEGACY FINANCIAL GROUP
DES MOINES, Iowa·6 registered advisors·CRD# 154927
SEC# 801-798030515-255-3306
01

Firm Overview

AUM
$726M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Other: FINANCIAL EDUCATION PROGRAM FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LEGACY FINANCIAL GROUP, LLC

6 registered advisors
Brian Joseph Hood
DES MOINES, Iowa
Chad Wesley Terry
DES MOINES, Iowa
Mary Dotterer Pitcher
DES MOINES, Iowa
Rachel Elaine Wood
DES MOINES, Iowa
Scott R Arnburg
DES MOINES, Iowa
William Bemis Elson
DES MOINES, Iowa
05

Office Locations

DES MOINES, Iowa
6 advisors

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Data sourced from SEC Form ADV filings. LEGACY FINANCIAL GROUP, LLC (CRD# 154927) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.