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Financial ADVSR advisor directory · SEC adviser records

Legacy Financial Strategies, LLC financial advisors in Overland Park, KS

Every SEC-registered investment adviser representative at a Legacy Financial Strategies, LLC office in Overland Park, A to Z.

The short answer

13 registered advisors work at Legacy Financial Strategies, LLC in Overland Park, out of 13 at the firm nationwide; it ranks number 31 in the city by advisors. 10 list the CFP designation and 0 are also registered broker representatives.

Legacy Financial Strategies, LLC advisors in Overland Park, A to Z

Every Legacy Financial Strategies, LLC advisor →

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Other firms in Overland Park

All Overland Park advisors →

Creative Planning 647Onedigital 149Prime Capital Financial 132Mariner 111Creativeone Wealth, LLC 108Creativeone Securities, LLC 78Cetera Investment Advisers LLC 63Edward Jones 62Mariner Wealth 55Osaic Wealth, Inc. 38Strategic Advisers LLC 34LPL Financial LLC 33

Questions

How many financial advisors does Legacy Financial Strategies, LLC have in Overland Park?

13 investment adviser representatives are registered at Legacy Financial Strategies, LLC offices in Overland Park, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 10 list the CFP designation and 0 are also registered as broker representatives.

Is Legacy Financial Strategies, LLC one of the largest advisor employers in Overland Park?

Legacy Financial Strategies, LLC ranks number 31 in Overland Park by registered advisors; Creative Planning has the most, with 647.

How do I check a Legacy Financial Strategies, LLC advisor in Overland Park?

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 Strategies, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.