LEGACY FINANCIAL STRATEGIES, LLC

OVERLAND PARK, Kansas·11 registered advisors·CRD# 283553
SEC# 801-1079301913-403-0600
01

Firm Overview

AUM
$646M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LEGACY FINANCIAL STRATEGIES, LLC

11 registered advisors
Andrew David Rogers
OVERLAND PARK, Kansas
Bethany Marae Boschert
OVERLAND PARK, Kansas
Christopher David Proctor
OVERLAND PARK, Kansas
David Patrick Dwyer
OVERLAND PARK, Kansas
Gretchen Cathleen Vosburgh
LEAWOOD, Kansas
Heather N Hardman
LEAWOOD, Kansas
Jacob Andrew Watts
OVERLAND PARK, Kansas
Michael Voorhees Wren
OVERLAND PARK, Kansas
Michael Wayne Lutz
LEAWOOD, Kansas
Nicholas Sean Neukirch
LEAWOOD, Kansas
Ronald D Lutz
LEAWOOD, Kansas
05

Office Locations

OVERLAND PARK, Kansas
6 advisors
LEAWOOD, Kansas
5 advisors

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Data sourced from SEC Form ADV filings. LEGACY FINANCIAL STRATEGIES, LLC (CRD# 283553) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.