Legacy Investment Partners, LLC

Legacy Investment Partners, LLC (CRD# 133014) is a financial advisory firm headquartered in Overland Park, KS. They manage $149,690,398 in 378 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    378
    ACCOUNTS
  • Average Account Value
    $396,006
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

KS, MO, NC, TX, WA

Financial Advisors at Legacy Investment Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David L. Baker
CRD#: 2992141
6240 West 135th Street, Suite 175, Overland Park, KS 66223

David Baker (CRD# 2992141) is an Investment Advisor Representative working at Legacy Investment Partners, LLC in Overland Park, KS and has over 22 years of experience in the finance industry.

2
Brenda E. Black
CRD#: 2550558
6240 West 135th Street, Suite 175, Overland Park, KS 66223

Brenda Black (CRD# 2550558) is an Investment Advisor Representative working at Legacy Investment Partners, LLC in Overland Park, KS and has over 25 years of experience in the finance industry.

3
David W. Goeglein
CRD#: 5811363
6240 West 135th Street, Suite 175, Overland Park, KS 66223

David Goeglein (CRD# 5811363) is an Investment Advisor Representative working at Legacy Investment Partners, LLC in Overland Park, KS and has over 10 years of experience in the finance industry.

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