Legacy Investment Partners, LLC
Legacy Investment Partners, LLC (CRD# 133014) is a financial advisory firm headquartered in Overland Park, KS. They manage $276,586,348 in 349 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management277MILLION
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Total Number of Accounts349ACCOUNTS
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Average Account Value$792,511
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
KS, MO, NC, TX, WA
David Baker (CRD# 2992141) is an Investment Advisor Representative working at Legacy Investment Partners, LLC in Overland Park, KS and has over 26 years of experience in the finance industry.
Brenda Black (CRD# 2550558) is an Investment Advisor Representative working at Legacy Investment Partners, LLC in Overland Park, KS and has over 28 years of experience in the finance industry.
David Goeglein (CRD# 5811363) is an Investment Advisor Representative working at Legacy Investment Partners, LLC in Overland Park, KS and has over 13 years of experience in the finance industry.