Be advised. This firm is no longer registered.

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 - 1 of 1 top financial advisors.
1
Keith D. Hanson
CRD#: 5196563
Overland Park, KS 66210

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.

 

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