Legacy Wealth
Legacy Wealth (CRD# 306732) is a financial advisory firm headquartered in Woodbury, MN. They manage $413,000,000 in 1,053 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management413MILLION
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Total Number of Accounts1,053ACCOUNTS
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Average Account Value$392,213
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, FL, MN, NE, TX, VA, WI
Joshua Brocker (CRD# 6506504) is an Investment Advisor Representative working at Legacy Wealth in Woodbury, MN and has over 7 years of experience in the finance industry.
Matthew Brocker (CRD# 6213411) is an Investment Advisor Representative working at Legacy Wealth in Woodbury, MN and has over 9 years of experience in the finance industry.
Michael Brocker (CRD# 1951402) is an Investment Advisor Representative working at Legacy Wealth in Woodbury, MN and has over 34 years of experience in the finance industry.
Benjamin Brocker (CRD# 5687239) is an Investment Advisor Representative working at Legacy Wealth in Woodbury, MN and has over 13 years of experience in the finance industry.