Legacy Financial Services Group, Inc.

Legacy Financial Services Group, Inc. (CRD# 140514) is a financial advisory firm headquartered in Traverse City, MI. They manage $53,015,657 in 326 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    326
    ACCOUNTS
  • Average Account Value
    $162,625
Compensation Options
  • A percentage of assets under your management
  • 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.

MI

Financial Advisors at Legacy Financial Services Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kelly L. Kazmierski
CRD#: 4824852
10691 East Carter Road, Suite 101, Traverse City, MI 49684
93
Wealthminder
score

Kelly Kazmierski (CRD# 4824852) is an Investment Advisor Representative working at Legacy Financial Services Group, Inc. in Traverse City, MI and has over 12 years of experience in the finance industry.

2
Carolyn M. Weeks
CRD#: 4699981
10691 East Carter Road, Suite 101, Traverse City, MI 49684
88
Wealthminder
score

Carolyn Weeks (CRD# 4699981) is an Investment Advisor Representative working at Legacy Financial Services Group, Inc. in Traverse City, MI and has 1 year of experience in the finance industry.

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