LEGACY FINANCIAL GROUP is a Des Moines, Iowa based financial advisory firm with nearly $604,625,505 in assets under management and provides investment advisory services for 3871 clients. There are currently 16 financial advisors at the firm.
General Information |
| Firm CRD#: | 154927 | |
| SEC#: | 801-79803 | |
| Assets under Management: | $604,625,505 | |
| No. of Clients: | 3871 | |
| No. of Advisors: | 16 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Selection of Other Advisors, Educational Seminars/ Workshops | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Other(FINANCIAL EDUCATION PROGRAM FEES) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| BROKERS FINANCIAL | 139627 | 801-69742 | 9114 | 224 | $1,360,141,295 |
| PRINCIPAL ADVISED SERVICES | 297324 | 801-114432 | 8370 | 115 | $352,564,235 |
| LEGACY FINANCIAL GROUP | 154927 | 801-79803 | 3871 | 16 | $604,625,505 |
| NORTHWEST WEALTH MANAGEMENT, LLC | 152816 | 801-72545 | 3656 | 25 | $605,383,311 |
| RDA FINANCIAL NETWORK | 147309 | 801-69651 | 3240 | 18 | $439,191,058 |
| BASEPOINT WEALTH, LLC | 289538 | 801-111782 | 3151 | 20 | $561,995,989 |
| GILBERT & COOK, INC. | 283112 | 801-107546 | 2648 | 32 | $973,601,625 |
| DYNAMIC FINANCIAL GROUP | 288763 | 801-111021 | 2605 | 6 | $358,572,628 |
| BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. | 13609 | 801-62277 | 2247 | 100 | $395,938,893 |
| SYVERSON STREGE | 109228 | 801-54959 | 1973 | 14 | $665,694,138 |
| ACCEL WEALTH MANAGEMENT LLC | 286201 | 801-108814 | 1966 | 21 | $823,284,779 |
| WEST FINANCIAL ADVISORS, L.L.C. | 142265 | 801-109976 | 1478 | 7 | $418,848,245 |
| PRIVATE WEALTH ASSET MANAGEMENT | 315819 | 801-122065 | 1140 | 42 | $926,236,729 |
| DMKC ADVISORY SERVICES, LLC | 145112 | 801-68395 | 705 | 13 | $476,832,259 |
| RETIRERIGHT CONSULTING GROUP | 300925 | 801-116809 | 514 | 4 | $504,547,358 |