Legacy Retirement Advisors
Legacy Retirement Advisors (CRD# 157453) is a financial advisory firm headquartered in Saint Peter, MN. They manage $12,302,000 in 144 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Legacy Retirement Advisors
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts144ACCOUNTS
-
Average Account Value$85,431
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN
Financial Advisors at Legacy Retirement Advisors
1
Aaron Britz (CRD# 4440065) is an Investment Advisor Representative working at Legacy Retirement Advisors in Mankato, MN and has over 22 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.