Legacy Investment Partners, LLC

Legacy Investment Partners, LLC (CRD# 133014) is a financial advisory firm headquartered in Leawood, KS. They manage $94,663,718 in 382 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
11350 Tomahawk Creek Parkway, Suite 150, Leawood, KS 66211
https://www.legacyip.com
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    382
    ACCOUNTS
  • Average Account Value
    $247,811
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 Goeglein, financial advisor Leawood KS
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 7 years of experience in the finance industry.

2
David Baker, financial advisor Leawood KS
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 20 years of experience in the finance industry.

3
Brenda Black, financial advisor Leawood KS
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 22 years of experience in the finance industry.

4
Grant Edmunds, financial advisor Leawood KS
Grant M. Edmunds
CRD#: 6210782
11350 Tomahawk Creek Parkway, Suite 150, Leawood, KS 66211
90
Wealthminder
score

Grant Edmunds (CRD# 6210782) is an Investment Advisor Representative working at Legacy Investment Partners, LLC in Leawood, KS and has over 4 years 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals