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LEGACY FINANCIAL STRATEGIES, LLC
LEGACY FINANCIAL STRATEGIES, LLC
OVERLAND PARK, Kansas
·
9 registered advisors
·
CRD# 283553
SEC# 801-107930
1
913-403-0600
01
Firm Overview
AUM
$646M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
9
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 Planning
Investment Management
04
Advisors at LEGACY FINANCIAL STRATEGIES, LLC
9 registered advisors
Andrew David Rogers
OVERLAND PARK, Kansas
CFP
CRD# 6329698
Christopher David Proctor
OVERLAND PARK, Kansas
CRD# 2985060
David Patrick Dwyer
OVERLAND PARK, Kansas
CFP
CRD# 5015116
Gretchen Cathleen Vosburgh
LEAWOOD, Kansas
CRD# 2453462
Heather N Hardman
LEAWOOD, Kansas
CRD# 6060479
Jacob Andrew Watts
OVERLAND PARK, Kansas
CFP
CRD# 5154497
Michael Voorhees Wren
OVERLAND PARK, Kansas
CRD# 4417398
Michael Wayne Lutz
LEAWOOD, Kansas
CRD# 2761160
Nicholas Sean Neukirch
LEAWOOD, Kansas
CRD# 6023095
05
Office Locations
OVERLAND PARK, Kansas
5 advisors
LEAWOOD, Kansas
4 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
.