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Financial ADVSR advisor directory · SEC adviser records

Legacy Wealth financial advisors in Minnesota

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

4 registered advisors work at Legacy Wealth in Minnesota, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Woodbury (4). 0 list the CFP designation and 3 are also registered broker representatives.

Legacy Wealth advisors by city in Minnesota

Every firm in Minnesota →

Woodbury 4

Legacy Wealth advisors in Minnesota, A to Z

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Legacy Wealth advisors in every state →Legacy Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Legacy Wealth financial advisors are in Minnesota?

4 investment adviser representatives are registered at Legacy Wealth 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 3 are also registered as broker representatives.

Where in Minnesota does Legacy Wealth have the most advisors?

Woodbury, with 4. Legacy Wealth has advisors in 1 city in Minnesota.

How do I check a Legacy Wealth 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 Legacy Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.