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Chief Compliance Officer · Legacy Financial Strategies, LLC

Bethany M. Leiker

CRD 6765549 · Named on Form ADV at one SEC-registered adviser

At a glance

Legacy Financial Strategies, LLC, an SEC-registered wealth manager based in Overland Park, KS with $952 million in regulatory assets, lists Bethany M. Leiker on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Bethany’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Michael V. WrenControlling Owner / CEO / Principal / IAR, Legacy Financial Strategies, LLC
  • Christopher D. ProctorMinority Owner / Principal / Chief Financial Officer / Chief Investment Officer, Legacy Financial Strategies, LLC
  • David P. DwyerMinority Owner / Principal, Legacy Financial Strategies, LLC
  • Jacob A. WattsMinority Owner / Principal, Legacy Financial Strategies, LLC
  • Andrew D. RogersMinority Owner / Principal, Legacy Financial Strategies, LLC

2 more people named with Bethany on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bethany’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.