Legacy Financial Strategies, LLC

Legacy Financial Strategies, LLC (CRD# 149507) is a financial advisory firm headquartered in Overland Park, KS. They manage $162,041,151 in 1,159 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    1,159
    ACCOUNTS
  • Average Account Value
    $139,811
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, FL, KS, MO, NJ, NY, TX

Financial Advisors at Legacy Financial Strategies, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Michael W. Lutz
CRD#: 2761160
4060 Indian Creek Parkway, Overland Park, KS 66207
101
Wealthminder
score

Michael Lutz (CRD# 2761160) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Overland Park, KS and has over 21 years of experience in the finance industry. Michael Lutz 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
James N. Reardon
CRD#: 1186862
1414 Sw Ashworth Place, Suite 100, Topeka, KS 66604
101
Wealthminder
score

James (Jim Reardon) (CRD# 1186862) is an Investment Advisor Representative at Legacy Financial Strategies, LLC in Topeka, KS and has over 26 years of experience in the financial services industry. James Reardon 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 putclients' interests first and comply with the Financial Planning Practice Standards.

3
Michael V. Wren
CRD#: 4417398
4060 Indian Creek Parkway, Overland Park, KS 66207
98
Wealthminder
score

Michael Wren (CRD# 4417398) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Overland Park, KS and has over 16 years of experience in the finance industry.

4
Michael K. Farris
CRD#: 2928646
4060 Indian Creek Parkway, Overland Park, KS 66207
93
Wealthminder
score

Michael Farris (CRD# 2928646) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Overland Park, KS and has over 20 years of experience in the finance industry.

5
Brenda F. Richman
CRD#: 5419019
4060 Indian Creek Parkway, Overland Park, KS 66207
93
Wealthminder
score

Brenda Richman (CRD# 5419019) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Overland Park, KS and has over 9 years of experience in the finance industry.

6
Gretchen C. Vosburgh
CRD#: 2453462
4060 Indian Creek Parkway, Overland Park, KS 66207
90
Wealthminder
score

Gretchen Vosburgh (CRD# 2453462) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Overland Park, KS and has over 4 years of experience in the finance industry.

7
Nicholas S. Neukirch
CRD#: 6023095
4060 Indian Creek Parkway, Overland Park, KS 66207
89
Wealthminder
score

Nicholas Neukirch (CRD# 6023095) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Overland Park, KS and has over 4 years of experience in the finance industry.

8
Samuel L. Murray
CRD#: 6417585
4060 Indian Creek Parkway, Overland Park, KS 66207
88
Wealthminder
score

Samuel Murray (CRD# 6417585) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Overland Park, KS and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.