Legacy Financial Advisors Corporation
Legacy Financial Advisors Corporation (CRD# 115384) is a financial advisory firm headquartered in Bloomington, MN. They manage $179,109,678 in 778 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management179MILLION
Total Number of Accounts778ACCOUNTS
Average Account Value$230,218
- 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
Thomas Menzel (CRD# 1091744) is an Investment Advisor Representative working at Legacy Financial Advisors Corporation in Bloomington, MN and has over 34 years of experience in the finance industry. Thomas Menzel 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.