Legacy Financial Group

Legacy Financial Group (CRD# 154927) is a financial advisory firm headquartered in Des Moines, IA. They manage $713,089,262 in 3,966 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
6000 Grand Avenue, Suite B, Des Moines, IA 50312
http://www.iowaplanners.com
By the Numbers
  • Total Assets Under Management
    713
    MILLION
  • Total Number of Accounts
    3,966
    ACCOUNTS
  • Average Account Value
    $179,801
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, KS, LA, MN, MO, NE, NH, TX, WI

Financial Advisors at Legacy Financial Group
Showing 1 - 10 of 10 top financial advisors.
1
Scott Arnburg, financial advisor Des Moines IA
Scott R. Arnburg
CRD#: 5443467
6000 Grand Avenue, Suite B, Des Moines, IA 50312

Scott Arnburg (CRD# 5443467) is an Investment Advisor Representative working at Legacy Financial Group in Des Moines, IA and has over 12 years of experience in the finance industry.

2
Wyatt Earp, financial advisor Des Moines IA
Wyatt K. Earp
CRD#: 811483
6000 Grand Avenue, Suite B, Des Moines, IA 50312

Wyatt Earp (CRD# 811483) is an Investment Advisor Representative working at Legacy Financial Group in Des Moines, IA and has over 36 years of experience in the finance industry.

3
William Elson, financial advisor Des Moines IA
William B. Elson
CRD#: 1808374
6000 Grand Avenue, Suite B, Des Moines, IA 50312

William Elson (CRD# 1808374) is an Investment Advisor Representative working at Legacy Financial Group in Des Moines, IA and has over 34 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.

4
Brian Hood, financial advisor Des Moines IA
Brian J. Hood
CRD#: 1787301
6000 Grand Avenue, Suite B, Des Moines, IA 50312

Brian Hood (CRD# 1787301) is an Investment Advisor Representative working at Legacy Financial Group in Des Moines, IA and has over 34 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.

5
Joseph Longenecker, financial advisor Des Moines IA
Joseph T. Longenecker
CRD#: 4545298
6000 Grand Avenue, Suite B, Des Moines, IA 50312

Joseph Longenecker (CRD# 4545298) is an Investment Advisor Representative working at Legacy Financial Group in Des Moines, IA and has over 19 years of experience in the finance industry.

6
Scott Nelson, financial advisor Des Moines IA
Scott A. Nelson
CRD#: 6727545
6000 Grand Avenue, Suite B, Des Moines, IA 50312

Scott Nelson (CRD# 6727545) is an Investment Advisor Representative working at Legacy Financial Group in Des Moines, IA and has over 4 years of experience in the finance industry.

7
Tamara Smith, financial advisor Des Moines IA
Tamara L. Smith
CRD#: 4248825
6000 Grand Avenue, Suite B, Des Moines, IA 50312

Tamara Smith (CRD# 4248825) 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.

8
Chad Terry, financial advisor Des Moines IA
Chad W. Terry
CRD#: 3112718
6000 Grand Avenue, Suite B, Des Moines, IA 50312

Chad Terry (CRD# 3112718) is an Investment Advisor Representative working at Legacy Financial Group in Des Moines, IA and has over 23 years of experience in the finance industry.

9
Brooklyn Vitiritto, financial advisor Des Moines IA
Brooklyn M. Vitiritto
CRD#: 6650129
6000 Grand Avenue, Suite B, Des Moines, IA 50312

Brooklyn Vitiritto (CRD# 6650129) is an Investment Advisor Representative working at Legacy Financial Group in Des Moines, IA and has over 3 years of experience in the finance industry.

10
Rachel Wood, financial advisor Des Moines IA
Rachel E. Wood
CRD#: 4666482
6000 Grand Avenue, Suite B, Des Moines, IA 50312

Rachel Wood (CRD# 4666482) is an Investment Advisor Representative working at Legacy Financial Group in Des Moines, IA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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