Legacy Financial Strategies, LLC

Legacy Financial Strategies, LLC (CRD# 283553) is a financial advisory firm headquartered in Overland Park, KS. They manage $195,947,353 in 1,114 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    1,114
    ACCOUNTS
  • Average Account Value
    $175,895
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
  • Other
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, CO, FL, KS, LA, MO, NJ, NY, TX

Financial Advisors at Legacy Financial Strategies, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Dane M. Broadie
CRD#: 5958437
4060 Indian Creek Parkway, Overland Park, KS 66207
93
Wealthminder
score

Dane Broadie (CRD# 5958437) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Overland Park, KS and has over 5 years of experience in the finance industry.

2
David P. Dwyer
CRD#: 5015116
4060 Indian Creek Parkway, Overland Park, KS 66207
93
Wealthminder
score

David Dwyer (CRD# 5015116) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Overland Park, KS and has over 12 years of experience in the finance industry.

3
Jacob A. Watts
CRD#: 5154497
4060 Indian Creek Parkway, Overland Park, KS 66207
93
Wealthminder
score

Jacob Watts (CRD# 5154497) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Overland Park, KS and has over 11 years of experience in the finance industry.

4
Samuel L. Murray
CRD#: 6417585
4060 Indian Creek Parkway, Overland Park, KS 66207
90
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.

5
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 5 years of experience in the finance industry.

6
Cory M. McPherson
CRD#: 6632861
1414 Sw Ashworth Place, Suite 200, Topeka, KS 66604
89
Wealthminder
score

Cory McPherson (CRD# 6632861) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Topeka, KS and has over 2 years of experience in the finance industry.

7
Heather N. Hardman
CRD#: 6060479
4060 Indian Creek Parkway, Overland Park, KS 66207
81
Wealthminder
score

Heather Hardman (CRD# 6060479) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Overland Park, KS and has over 5 years of experience in the finance industry.

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