wiseradvisor

Brian Hood, CFP®, CERTIFIED FINANCIAL PLANNER
Legacy Financial Group

Tel: 515-255-3306
6000 Grand Ave
Des Moines, IA 50312

"Create the Life that you want, on your terms"

Legacy Financial Group | Financial Advisor in Des Moines ,IA


About Legacy Financial Group

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



Faqs

  • Why should I choose you as my financial advisor? Those with the CFP® (Certified Financial Planner) designation have demonstrated competency in all areas of finance related to financial planning. In addition to passing the CFP certification exam, candidates must also complete qualifying work experience and agree to adhere to the CFP Board's code of ethics and professional responsibility and financial planning standards.
  • What are your qualifications? What is your education background? 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.
  • How do you charge for your services? Full Service Financial Planning, retirement planning and Investment advice
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? We prefer to take a team approach for our clients. This means that someone is always available to you regardless of vacations sick days or someone on our staff spending time with their children.
  • How many clients do you currently manage? There are no charges or fees for your initial consultation. If we choose to work together, Legacy charges fee based planning that we will share with you before any commitments.
see more


Disclaimer

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 Hood

Brian Hood

CFP®, CERTIFIED FINANCIAL PLANNER

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.

My Team

Scott Nelson Scott Nelson Financial Advisor

Through his own journey of wealth accumulation and financial planning, Scott discovered a passion to educate and serve others in achieving their financial goals. Scott joined Legacy Financial Group in 2016, and quickly became an integral part of our team. In addition to serving clients, Scott enjoys delivering Legacys Financial Wellness Educational Programs to local employers.

Scott Arnburg Scott Arnburg

Scott joined Legacy Financial Group in 2010 after serving as a Registered Representative with ING. He has a strong belief in using the power of financial planning to define your stepping stones to long-term financial success. Your comfort and confidence are important to him. Scott is a former Board member and remains very active with the Dragoon Trail Chapter of the Izaak Walton League (Ankeny Ikes). He also serves as the Iowa Section Coordinator of the United States Practical Shoot ...more

Communities Served

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

Social Networks

tweeter facebook linkedin