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Minority Owner / Principal / Chief Financial Officer / Chief Investment Officer · Legacy Financial Strategies, LLC

Christopher D. Proctor

CRD 2985060 · 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 Christopher D. Proctor on its Form ADV as Minority Owner / Principal / Chief Financial Officer / Chief Investment Officer, a control person.

Firms and roles

  • Legacy Financial Strategies, LLCMinority Owner / Principal / Chief Financial Officer / Chief Investment OfficerWealth manager · Overland Park, KS · $952M in regulatory assets

AtlasMembers

Christopher’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
  • 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
  • Bethany M. LeikerChief Compliance Officer, Legacy Financial Strategies, LLC

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

See all 7 free

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