Legacy Retirement Advisors

Legacy Retirement Advisors (CRD# 157453) is a financial advisory firm headquartered in Mankato, MN. They manage $8,932,576 in 141 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $63,352
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MN

Financial Advisors at Legacy Retirement Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Aaron J. Britz
CRD#: 4440065
204 Stonehenge Dr, Mankato, MN 56001
98
Wealthminder
score

Aaron Britz (CRD# 4440065) is an Investment Advisor Representative working at Legacy Retirement Advisors in Mankato, MN and has over 16 years of experience in the finance industry.

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