Legacy Advisory Group

Legacy Advisory Group (CRD# 141329) is a financial advisory firm headquartered in Overland Park, KS. They manage $105,000,000 in 75 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $1,400,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Legacy Advisory Group
Showing 1 - 3 of 3 top financial advisors.
1
Keith D. Hanson
CRD#: 5196563
7111 w 98th terrace, ste 110, overland park, KS 66210
100
Wealthminder
score

Keith Hanson (CRD# 5196563) is an Investment Advisor Representative working at Legacy Advisory Group in Overland Park, KS and has over 9 years of experience in the finance industry.

 

2
Blake A. Stanley
CRD#: 5158037
7111 W. 98th Terrace, Suite 110, Overland Park, KS 66212
96
Wealthminder
score

Blake Stanley (CRD# 5158037) is an Investment Advisor Representative working at Legacy Advisory Group in Overland Park, KS and has over 9 years of experience in the finance industry. Blake Stanley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jack Kynion
CRD#: 1029638
7111 W. 98th Terrace, Suite 110, Overland Park, KS 66212
79
Wealthminder
score

Jack Kynion (CRD# 1029638) is an Investment Advisor Representative working at Legacy Advisory Group in Overland Park, KS and has over 33 years of experience in the finance industry.

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