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Financial ADVSR advisor directory · SEC adviser records

Legacy Financial Group financial advisors in Iowa

Every SEC-registered investment adviser representative at a Legacy Financial Group office in Iowa, by city and A to Z.

The short answer

7 registered advisors work at Legacy Financial Group in Iowa, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Des Moines (7). 3 list the CFP designation and 4 are also registered broker representatives.

Legacy Financial Group advisors by city in Iowa

Every firm in Iowa →

Des Moines 7

Legacy Financial Group advisors in Iowa, A to Z

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Questions

How many Legacy Financial Group financial advisors are in Iowa?

7 investment adviser representatives are registered at Legacy Financial Group offices in Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.

Where in Iowa does Legacy Financial Group have the most advisors?

Des Moines, with 7. Legacy Financial Group has advisors in 1 city in Iowa.

How do I check a Legacy Financial Group advisor in Iowa?

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 Legacy Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.