Legacy Financial Strategies, LLC

Legacy Financial Strategies, LLC (CRD# 283553) is a financial advisory firm headquartered in Leawood, KS. They manage $645,630,341 in 1,921 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
11300 Tomahawk Creek Parkway, Suite 190, Leawood, KS 66211
http://www.legacykc.com
By the Numbers
  • Total Assets Under Management
    646
    MILLION
  • Total Number of Accounts
    1,921
    ACCOUNTS
  • Average Account Value
    $336,091
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, KS, MO, NJ, NY, TX

Financial Advisors at Legacy Financial Strategies, LLC
Showing 1 - 10 of 10 top financial advisors.
1
David Dwyer, financial advisor Leawood KS
David P. Dwyer
CRD#: 5015116
11300 Tomahawk Creek Parkway, Suite 190, Leawood, KS 66211

David Dwyer (CRD# 5015116) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Leawood, KS and has over 18 years of experience in the finance industry.

2
Heather Hardman, financial advisor Leawood KS
Heather N. Hardman
CRD#: 6060479
11300 Tomahawk Creek Parkway, Suite 190, Leawood, KS 66211

Heather Hardman (CRD# 6060479) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Leawood, KS and has over 11 years of experience in the finance industry.

3
Michael Lutz, financial advisor Leawood KS
Michael W. Lutz
CRD#: 2761160
11300 Tomahawk Creek Parkway, Suite 190, Leawood, KS 66211

Michael Lutz (CRD# 2761160) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Leawood, KS and has over 27 years of experience in the finance industry.

4
Samuel Murray, financial advisor Leawood KS
Samuel L. Murray
CRD#: 6417585
11300 Tomahawk Creek Parkway, Suite 190, Leawood, KS 66211

Samuel Murray (CRD# 6417585) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Leawood, KS and has over 9 years of experience in the finance industry.

5
Joseph Nafziger, financial advisor Leawood KS
Joseph K. Nafziger
CRD#: 6955945
11300 Tomahawk Creek Parkway, Suite 190, Leawood, KS 66211

Joseph Nafziger (CRD# 6955945) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Leawood, KS and has over 5 years of experience in the finance industry.

6
Christopher Proctor, financial advisor Leawood KS
Christopher D. Proctor
CRD#: 2985060
11300 Tomahawk Creek Parkway, Suite 190, Leawood, KS 66211

Christopher Proctor (CRD# 2985060) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Leawood, KS and has over 25 years of experience in the finance industry.

7
Andrew Rogers, financial advisor Leawood KS
Andrew D. Rogers
CRD#: 6329698
11300 Tomahawk Creek Parkway, Suite 190, Leawood, KS 66211

Andrew Rogers (CRD# 6329698) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Leawood, KS and has over 9 years of experience in the finance industry.

8
Jacob Watts, financial advisor Leawood KS
Jacob A. Watts
CRD#: 5154497
11300 Tomahawk Creek Parkway, Suite 190, Leawood, KS 66211

Jacob Watts (CRD# 5154497) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Leawood, KS and has over 17 years of experience in the finance industry.

9
Michael Wren, financial advisor Leawood KS
Michael V. Wren
CRD#: 4417398
11300 Tomahawk Creek Parkway, Suite 190, Leawood, KS 66211

Michael Wren (CRD# 4417398) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Leawood, KS and has over 22 years of experience in the finance industry.

10
Michelle Pace, financial advisor Leawood KS
Michelle L. Pace
CRD#: 7750383
11300 Tomahawk Creek Parkway, Suite 190, Leawood, KS 66211

Michelle Pace (CRD# 7750383) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Leawood, KS and has 1 year 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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