Legacy Financial Group

Legacy Financial Group (CRD# 154927) is a financial advisory firm headquartered in Des Moines, IA. They manage $354,271,289 in 2,458 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    354
    MILLION
  • Total Number of Accounts
    2,458
    ACCOUNTS
  • Average Account Value
    $144,130
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
  • Selection of other advisers (including private fund managers)
  • 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.

AZ, CA, CO, FL, IA, IL, IN, LA, MN, TX, WI

Financial Advisors at Legacy Financial Group
Showing 1 - 7 of 7 top financial advisors.
1
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 in Des Moines, IA and has over 30 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.

2
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 in Des Moines, IA and has over 8 years of experience in the finance industry.

3
Joseph Longenecker
CRD#: 4545298
2400 Nw 86th St., Suite 25, Des Moines, IA 50322
93
Wealthminder
score

Joseph Longenecker (CRD# 4545298) is an Investment Advisor Representative working at Legacy Financial Group in Des Moines, IA and has over 15 years of experience in the finance industry.

4
Rachel E. Wood
CRD#: 4666482
2400 Nw 86th St., Suite 25, Des Moines, IA 50322
93
Wealthminder
score

Rachel Wood (CRD# 4666482) is an Investment Advisor Representative working at Legacy Financial Group in Des Moines, IA and has over 13 years of experience in the finance industry.

5
Tyler P. Conley
CRD#: 5938215
2400 Nw 86th St., Suite 25, Des Moines, IA 50322
90
Wealthminder
score

Tyler Conley (CRD# 5938215) is an Investment Advisor Representative working at Legacy Financial Group in Des Moines, IA and has 1 year of experience in the finance industry. Tyler Conley 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.

6
Scott A. Nelson
CRD#: 6727545
2400 Nw 86th St., Suite 25, Des Moines, IA 50322
87
Wealthminder
score

Scott Nelson (CRD# 6727545) is an Investment Advisor Representative working at Legacy Financial Group in Des Moines, IA and has 1 year of experience in the finance industry.

7
William B. Elson
CRD#: 1808374
2400 Nw 86th St., Suite 25, Des Moines, IA 50322
86
Wealthminder
score

William Elson (CRD# 1808374) is an Investment Advisor Representative working at Legacy Financial Group in Des Moines, IA and has over 30 years of experience in the finance industry. William Elson 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.

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