Heather Hardman (CRD# 6060479) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Leawood, KS and has over 11 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Financial Strategies, LLC | Overland Park, KS | Dec 2017 - Current | 6 |
| Ameriprise Financial Services, Inc. | Kansas City, MO | Dec 2013 - Nov 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- KS
- TX
-
Total Assets Under Management646MILLIONS
-
Total Number of Accounts1,921ACCOUNTS
-
Average Account Value$336,091
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, KS, MO, NJ, NY, TX
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