Legacy Financial Advisors Corporation
Legacy Financial Advisors Corporation (CRD# 115384) is a financial advisory firm headquartered in Bloomington, MN. They manage $257,187,144 in 893 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Legacy Financial Advisors Corporation
By the Numbers
-
Total Assets Under Management257MILLION
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Total Number of Accounts893ACCOUNTS
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Average Account Value$288,004
Compensation Options
- A percentage of assets under your management
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IL, MN, TX, WI
Financial Advisors at Legacy Financial Advisors Corporation
1
Thomas Menzel (CRD# 1091744) is an Investment Advisor Representative working at Legacy Financial Advisors Corporation in Bloomington, MN and has over 41 years of experience in the finance industry.
2
Laura Biermann (CRD# 6758217) is an Investment Advisor Representative working at Legacy Financial Advisors Corporation in Bloomington, MN and has 1 year of experience in the finance industry.
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