Rachel Wood, financial advisor Des Moines IA

Rachel Wood

CRD Number: 4666482
Current Firm: Legacy Financial Group

Rachel Wood (CRD# 4666482) is an Investment Advisor Representative working at Legacy Financial Group in Des Moines, IA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Brokers International Financial Services Urbandale, IA Aug 2018 - Current 3
Legacy Financial Group, LLC Des Moines, IA Jul 2016 - Current 6
Broker Dealer Financial Services Corp West Des Moines, IA Jul 2016 - Aug 2018 2
Vsr Advisory Services Overland Park, KS Jan 2008 - Jul 2016 8
Spectrum Financial Services Des Moines, IA Feb 2005 - Jul 2016 11
Vsr Financial Services, Inc. Overland Park, KS May 2003 - Jul 2016 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Rachel E. Wood
Phone Number: 515-255-3306
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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