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Financial ADVSR advisor directory · SEC adviser records

Legacies Wealth LLC financial advisors in Minnesota

Every SEC-registered investment adviser representative at a Legacies Wealth LLC office in Minnesota, by city and A to Z.

4 registered advisors work at Legacies Wealth LLC in Minnesota, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Minnetonka (4). 0 list the CFP designation and 0 are also registered broker representatives.

Legacies Wealth LLC advisors by city in Minnesota

Every firm in Minnesota →

Minnetonka 4

Legacies Wealth LLC advisors in Minnesota, A to Z

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Questions

How many Legacies Wealth LLC financial advisors are in Minnesota?

4 investment adviser representatives are registered at Legacies Wealth LLC offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Minnesota does Legacies Wealth LLC have the most advisors?

Minnetonka, with 4. Legacies Wealth LLC has advisors in 1 city in Minnesota.

How do I check a Legacies Wealth LLC advisor in Minnesota?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Legacies Wealth LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.