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Financial ADVSR advisor directory · SEC adviser records

Legacies Wealth LLC financial advisors in Minnetonka, MN

Every SEC-registered investment adviser representative at a Legacies Wealth LLC office in Minnetonka, A to Z.

4 registered advisors work at Legacies Wealth LLC in Minnetonka, out of 4 at the firm nationwide; it ranks number 24 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Legacies Wealth LLC advisors in Minnetonka, A to Z

Every Legacies Wealth LLC advisor →

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

Other firms in Minnetonka

All Minnetonka advisors →

Cetera Investment Advisers LLC 48Ameriprise Financial Services, LLC 42Advisornet Wealth Partners 38Principal Securities, Inc. 30Strategic Advisers LLC 21Park Avenue Securities LLC 20Osaic Wealth, Inc. 19Robert W. Baird & Co. Incorporated 17Bluestem Wealth Partners, LLC 15Captrust 12Great Valley Advisor Group, LLC 9The Advocate Group, LLC 9

Questions

How many financial advisors does Legacies Wealth LLC have in Minnetonka?

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

Is Legacies Wealth LLC one of the largest advisor employers in Minnetonka?

Legacies Wealth LLC ranks number 24 in Minnetonka by registered advisors; Cetera Investment Advisers LLC has the most, with 48.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.