Legacy Financial Services Group, Inc.

Legacy Financial Services Group, Inc. (CRD# 140514) is a financial advisory firm headquartered in Traverse City, MI. They manage $96,000,000 in 350 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10691 East Carter Road, Suite 101, Traverse City, MI 49684
https://www.facebook.com/legacyfsg
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $274,286
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI

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

Kelly Kazmierski (CRD# 4824852) is an Investment Advisor Representative working at Legacy Financial Services Group, Inc. in Traverse City, MI and has over 19 years of experience in the finance industry.

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

Carolyn Weeks (CRD# 4699981) is an Investment Advisor Representative working at Legacy Financial Services Group, Inc. in Traverse City, MI and has over 9 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.

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