Legacy Capital Partners, Inc.

Legacy Capital Partners, Inc. (CRD# 105735) is a financial advisory firm headquartered in Milwaukee, WI. They manage $287,232,378 in 153 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $1,877,336
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, WI

Financial Advisors at Legacy Capital Partners, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jeffry J. Brigman
CRD#: 731079
1200 N Mayfair Road, #360, Milwaukee, WI 53226
96
Wealthminder
score

Jeffry Brigman (CRD# 731079) is an Investment Advisor Representative working at Legacy Capital Partners, Inc. in Milwaukee, WI and has over 35 years of experience in the finance industry. Jeffry Brigman 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.

2
James C. Janikowski
CRD#: 1059080
1200 N. Mayfair Road, #360, Milwaukee, WI 53226
93
Wealthminder
score

James Janikowski (CRD# 1059080) is an Investment Advisor Representative working at Legacy Capital Partners, Inc. in Milwaukee, WI and has over 34 years of experience in the finance industry.

3
Thomas J. Wickman
CRD#: 466176
1200 N. Mayfair Road, Suite 360, Milwaukee, WI 53226
87
Wealthminder
score

Thomas Wickman (CRD# 466176) is an Investment Advisor Representative working at Legacy Capital Partners, Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.

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