MY LEGACY ADVISORS, LLC

BEND, Oregon·5 registered advisors·CRD# 290675
SEC# 801-1120490541-330-0220
01

Firm Overview

AUM
$374M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MY LEGACY ADVISORS, LLC

5 registered advisors
Cambrianne Staskal
BEND, Oregon
Chad Everett Staskal
BEND, Oregon
Eric Jon Munkeby
HOPKINS, Minnesota
Ian Patrick Laimbeer
BEND, Oregon
Kenneth John Kramer
HOPKINS, Minnesota
05

Office Locations

BEND, Oregon
3 advisors
HOPKINS, Minnesota
2 advisors

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Data sourced from SEC Form ADV filings. MY LEGACY ADVISORS, LLC (CRD# 290675) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.