OUR PHILOSOPHY
"We inspire people to create the life they want, on their terms."
Our goal at Legacy is to provide our clients with the comfort and confidence in knowing that
their financial future is healthy. Education is the backbone of our practice, and we take pride
in helping people learn in an easy to understand and lasting way. We are dedicated to ensuring
an exceptional customer experience, which has been proven by the trust our clients have placed in
us through the business and referrals they have given. Our Legacy family looks forward to
serving your needs today!
Our desire is to inspire people to create the life they want on their terms. This is what
motivates us to do what we do. As independent financial advisors, we take great pride in our
freedom of thought when it comes to investment selection and investment philosophy. Our
integrative approach enables us to work with our clients and for our clients. Our business is
built upon the following bedrock beliefs, and everyone who works at Legacy embodies these
beliefs. We do not see them as words on a page, but descriptors of the way we conduct business
and live our lives. Trust: Our clients and colleagues can simply count on the fact that we aim to
do the right thing by them. We seek to make choices that are in their best interests and earn
this trust through demonstration.
General Information |
| Firm Start Year: | 2021 | |
| No.of Employees: | 20-49 | |
| States Licensed in: | IA, IL, IN, MN, WI, AZ, NV, PA, TX |
| Number of Years with Current Firm: | 15 |
| I work with the following types of clients: | Individual Investors, Businesses |
Services |
| Investment Types: | Options & Futures, Bonds, Stocks, Annuities, Insurance, Mutual Funds, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Alternative Investments, Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | At your office, Via Email, Via Phone, At my office, At your home, Video Conference |
Qualifications & Memberships |
| Financial Organization Memberships: | Financial Planning Association (FPA) |
Compliance |
| Registered Investment Advisor: | Yes |
| I am an acknowledged fiduciary: | Yes |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets, Flat Fee |
| Additional Details on Charges: | No account minimums |
Investment advisory services offered through Legacy Financial Group, LLC, a Registered Investment Adviser. Past performance is no guarantee of future returns. Securities offered through Brokers International Financial Services, LLC. Member SIPC. Legacy Financial Group and Brokers International Financial Services are not affiliated companies. Legacy Financial Group does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.
Brian J. Hood is the Founder and Principal of Legacy Financial Group. He has worked extensively in the field of financial planning and investment management.
A dedicated financial professional since 1988, Brian speaks of his work with enthusiasm: "What we offer at Legacy is an organized process built around your financial goals." Our team's objective is to help you work toward your goals through proper management of your cash flow, taxes, investment, and insurance.
As independent financial consultants, we take great pride in our independence when it comes to investment selection and investment philosophy. We truly work for our clients.
Brian is a noted speaker and is routinely invited to conduct education workshops for major employers and their employees throughout Iowa.
Scott Nelson
Financial Advisor
Scott Arnburg
| Adel | Alleman |
| Altoona | Ankeny |
| Berwick | Bevington |
| Bondurant | Booneville |
| Bouton | Cambridge |
| Carlisle | Clive |
| Colfax | Cumming |
| Dallas Center | De Soto |
| Des Moines | Elkhart |
| Granger | Grimes |
| Hartford | Huxley |
| Indianola | Johnston |
| Kelley | Martensdale |
| Maxwell | Milo |
| Minburn | Mingo |
| Mitchellville | Norwalk |
| Patterson | Polk City |
| Prairie City | Prole |
| Runnells | Saint Charles |
| Saint Marys | Sheldahl |
| Slater | Urbandale |
| Van Meter | Waukee |
| Winterset | Woodward |
| Central Iowa | |
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