Nettet17. feb. 2024 · The headquarters of Legacy Financial Group is 6000 Grand Avenue, Suite B. Des Moines, IA 50312. Legacy Financial Group currently serves clients in the following states: AZ, CA, CO, FL, IL, IA, KS, LA, MN, MO, NE, NH, TX, WI. What is the average client balance at Legacy Financial Group? NettetDirector-Retirement and Investment Education. 2011 - 20154 years. New York, NY. Led an average of 500 presentations/year to 50K+ financial advisors, clients, attorneys and CPAs. Fostered the ...
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NettetDes Moines, Iowa 50312 Phone: 515-255-3306 Toll Free: 800-616-4392 Fax: 515-277-3133. EMAIL US. 8 AM - 5 PM; Monday-Thursday; 8 AM - 4 PM; Friday; Quick Links. … Relationship Manager. [email protected]. With a … Des Moines, Iowa 50312 515-255-3306 (Office) 800-616-4392 (Toll Free) 515 … Des Moines, Iowa 50312 Phone: 515-255-3306 Toll Free: 800-616-4392 Fax: 515 … Nettet31. des. 2024 · Legacy Financial Group is based out of Des Moines. Legacy Financial Group is a large advisory firm with 2147 clients and discretionary assets under management (AUM) of $711,697,562 (Form ADV from 2024-11-02). Their last reported 13F filing for Q4 2024 included $333,762,540 in managed 13F securities and a top 10 … nem good investment
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NettetLocation of This Business. 6000 Grand Ave Suite B, Des Moines, IA 50312-1417. BBB File Opened: 5/7/2013. Years in Business: 30. Business Started: 1/1/1993. Business Incorporated: NettetLegacy Financial Group is a business that has its headquarters in Des Moines, Iowa. It manages $713 million in assets between its 3,966 accounts, placing it among the larger … NettetLegacy Financial Group and Brokers International Financial Services are not affiliated companies. Activity Wonderful opportunity to take your … nemg new patient scheduling