Legacy Wealth Management

Legacy Wealth Management (CRD# 158010) is a financial advisory firm headquartered in Plainfield, IN. They manage $8,270,700 in 194 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $42,632
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
  • Educational seminars/workshops
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.

IN

Financial Advisors at Legacy Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Brian J. Wheeler
CRD#: 4154771
2498 Perry Crossing Way, Suite 210, Plainfield, IN 46168
93
Wealthminder
score

Brian Wheeler (CRD# 4154771) is an Investment Advisor Representative working at Legacy Wealth Management in Plainfield, IN and has over 16 years of experience in the finance industry.

2
Christopher M. Herrmann
CRD#: 4123657
2498 Perry Crossing Way, Suite 210, Plainfield, IN 46168
90
Wealthminder
score

Christopher Herrmann (CRD# 4123657) is an Investment Advisor Representative working at Legacy Wealth Management in Plainfield, IN and has over 16 years of experience in the finance industry.

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