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).

By the Numbers
  • Total Assets Under Management
    179
    MILLION
  • Total Number of Accounts
    778
    ACCOUNTS
  • Average Account Value
    $230,218
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MN

Financial Advisors at Legacy Financial Advisors Corporation
Showing 1 - 2 of 2 top financial advisors.
1
Shawn J. Jacobson
CRD#: 2178703
3500 American Blvd W, Suite 675, Bloomington, MN 55431
96
Wealthminder
score

Shawn Jacobson (CRD# 2178703) is an Investment Advisor Representative working at Legacy Financial Advisors Corporation in Bloomington, MN and has over 25 years of experience in the finance industry. Shawn Jacobson 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
Thomas L. Menzel
CRD#: 1091744
3500 American Blvd W, Suite 675, Bloomington, MN 55431
96
Wealthminder
score

Thomas Menzel (CRD# 1091744) is an Investment Advisor Representative working at Legacy Financial Advisors Corporation in Bloomington, MN and has over 33 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.