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).

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 - 9 of 9 top financial advisors.
1
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
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.

3
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.

4
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 20 years of experience in the finance industry.

5
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.

6
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 14 years of experience in the finance industry.

7
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.

8
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.

9
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.

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