Legacy Financial Group, LLC

Legacy Financial Group, LLC (CRD# 154927) is a financial advisory firm headquartered in Des Moines, IA. They manage $161,019,238 in 1,215 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    1,215
    ACCOUNTS
  • Average Account Value
    $132,526
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

IA, TX, WI

Financial Advisors at Legacy Financial Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Michael F. Banasiak
CRD#: 4973485
2400 Nw 86th St., Suite 25, Des Moines, IA 50322
96
Wealthminder
score

Michael Banasiak (CRD# 4973485) is an Investment Advisor Representative working at Legacy Financial Group, LLC in Des Moines, IA and has over 11 years of experience in the finance industry. Michael Banasiak 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
Brian J. Hood
CRD#: 1787301
2400 Nw 86th St., Suite 25, Des Moines, IA 50322
96
Wealthminder
score

Brian Hood (CRD# 1787301) is an Investment Advisor Representative working at Legacy Financial Group, LLC in Des Moines, IA and has over 28 years of experience in the finance industry. Brian Hood 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.

3
Scott R. Arnburg
CRD#: 5443467
2400 Nw 86th St. Suite 25, Des Moines, IA 50322
93
Wealthminder
score

Scott Arnburg (CRD# 5443467) is an Investment Advisor Representative working at Legacy Financial Group, LLC in Des Moines, IA and has over 6 years of experience in the finance industry.

4
Rachel E. Wood
CRD#: 4666482
3705 Grand Avenue, Des Moines, IA 50312
93
Wealthminder
score

Rachel Wood (CRD# 4666482) is an Investment Advisor Representative working at Legacy Financial Group, LLC in Des Moines, IA and has over 11 years of experience in the finance industry.

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