Legacy Wealth

Legacy Wealth (CRD# 306732) is a financial advisory firm headquartered in Woodbury, MN. They manage $413,000,000 in 1,053 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
683 Bielenberg Drive, Suite 101, Woodbury, MN 55125
https://www.legacywealthwisdom.com
By the Numbers
  • Total Assets Under Management
    413
    MILLION
  • Total Number of Accounts
    1,053
    ACCOUNTS
  • Average Account Value
    $392,213
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
  • 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.

CO, FL, MN, NE, TX, VA, WI

Financial Advisors at Legacy Wealth
Showing 1 - 4 of 4 top financial advisors.
1
Joshua Brocker, financial advisor Woodbury MN
Joshua M. Brocker
CRD#: 6506504
683 Bielenberg Drive, Suite 101, Woodbury, MN 55125

Joshua Brocker (CRD# 6506504) is an Investment Advisor Representative working at Legacy Wealth in Woodbury, MN and has over 7 years of experience in the finance industry.

2
Matthew Brocker, financial advisor Woodbury MN
Matthew M. Brocker
CRD#: 6213411
683 Bielenberg Drive, Suite 101, Woodbury, MN 55125

Matthew Brocker (CRD# 6213411) is an Investment Advisor Representative working at Legacy Wealth in Woodbury, MN and has over 9 years of experience in the finance industry.

3
Michael Brocker, financial advisor Woodbury MN
Michael D. Brocker
CRD#: 1951402
683 Bielenberg Drive, Suite 101, Woodbury, MN 55125

Michael Brocker (CRD# 1951402) is an Investment Advisor Representative working at Legacy Wealth in Woodbury, MN and has over 34 years of experience in the finance industry.

4
Benjamin Brocker, financial advisor Woodbury MN
Benjamin M. Brocker
CRD#: 5687239
683 Bielenberg Drive, Suite 101, Woodbury, MN 55125

Benjamin Brocker (CRD# 5687239) is an Investment Advisor Representative working at Legacy Wealth in Woodbury, MN and has over 13 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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