Legacy Wealth Management, LLC

Legacy Wealth Management, LLC (CRD# 143073) is a financial advisory firm headquartered in Mequon, WI. They manage $26,515,209 in 201 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1009 W. Glen Oaks Lane, Suite 103, Mequon, WI 53092
http://www.legacywlth.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    201
    ACCOUNTS
  • Average Account Value
    $131,916
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
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.

WI

Financial Advisors at Legacy Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael Scalise, financial advisor Mequon WI
Michael W. Scalise
CRD#: 1855608
1009 W. Glen Oaks Lane, Suite 103, Mequon, WI 53092
96
Wealthminder
score

Michael Scalise (CRD# 1855608) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Mequon, WI and has over 27 years of experience in the finance industry.

2
Lawrence Kinney, financial advisor Mequon WI
Lawrence R. Kinney
CRD#: 2107053
1009 W. Glen Oaks Lane, Suite 103, Mequon, WI 53092
93
Wealthminder
score

Lawrence Kinney (CRD# 2107053) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Mequon, WI and has over 26 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

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