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).

By the Numbers
  • Total Assets Under Management
    277
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $792,511
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
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 26 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 28 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 13 years of experience in the finance industry.

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