Legacy Investment Partners, LLC

Legacy Investment Partners, LLC (CRD# 133014) is a financial advisory firm headquartered in Leawood, KS. They manage $93,109,198 in 359 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    359
    ACCOUNTS
  • Average Account Value
    $259,357
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 - 4 of 4 top financial advisors.
1
David W. Goeglein
CRD#: 5811363
11350 Tomahawk Creek Parkway, Suite 150, Leawood, KS 66211
96
Wealthminder
score

David Goeglein (CRD# 5811363) is an Investment Advisor Representative working at Legacy Investment Partners, LLC in Leawood, KS and has over 6 years of experience in the finance industry.

2
David L. Baker
CRD#: 2992141
11350 Tomahawk Creek Parkway, Suite 150, Leawood, KS 66211
93
Wealthminder
score

David Baker (CRD# 2992141) is an Investment Advisor Representative working at Legacy Investment Partners, LLC in Leawood, KS and has over 18 years of experience in the finance industry.

3
Brenda E. Black
CRD#: 2550558
11350 Tomahawk Creek Parkway, Suite 150, Leawood, KS 66211
93
Wealthminder
score

Brenda Black (CRD# 2550558) is an Investment Advisor Representative working at Legacy Investment Partners, LLC in Leawood, KS and has over 21 years of experience in the finance industry.

4
Grant M. Edmunds
CRD#: 6210782
11350 Tomahawk Creek Parkway, Suite 150, Leawood, KS 66211
89
Wealthminder
score

Grant Edmunds (CRD# 6210782) is an Investment Advisor Representative working at Legacy Investment Partners, LLC in Leawood, KS and has over 3 years of experience in the finance industry.

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