LEGACY INVESTMENT PARTNERS, LLC

OVERLAND PARK, Kansas·2 registered advisors·CRD# 133014

SEC# 801-635670913-696-1550

01

Firm Overview

AUM

$277M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at LEGACY INVESTMENT PARTNERS, LLC

2 registered advisors

Brenda Elizabeth Black

OVERLAND PARK, Kansas

David Lawrence Baker

OVERLAND PARK, Kansas

05

Office Locations

OVERLAND PARK, Kansas

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Data sourced from SEC Form ADV filings. LEGACY INVESTMENT PARTNERS, LLC (CRD# 133014) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.