LEGACY FINANCIAL GROUP

6000 Grand Avenue
Suite B
Des Moines, Iowa 50312
Tel: 515-255-3306

About LEGACY FINANCIAL GROUP

LEGACY FINANCIAL GROUP, formally registered with the SEC as LEGACY FINANCIAL GROUP. The firm was established in 05/29/2014. They have over 1 offices throughout the country.

LEGACY FINANCIAL GROUP is a Des Moines, Iowa based Financial Planning firm with nearly $840,400,934 assets under management, offering retirement planning & investment advisory services to 3763 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154927
SEC#	801-79803
Assets Managed by Firm	$840,400,934
No. of Clients	3763
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Other (FINANCIAL EDUCATION PROGRAM FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3763	$840,400,934
Individuals (other than high net worth individuals)	1233	$332,661,199
High net worth individuals	240	$507,739,735

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