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).

Current Firm Details
6240 West 135th Street, Suite 175, Overland Park, KS 66223
https://www.legacyip.com
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 Baker, financial advisor Overland Park KS
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 Black, financial advisor Overland Park KS
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 Goeglein, financial advisor Overland Park KS
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.

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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