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Financial ADVSR advisor directory · SEC adviser records

Legacy Wealth financial advisors in Woodbury, MN

Every SEC-registered investment adviser representative at a Legacy Wealth office in Woodbury, A to Z.

The short answer

4 registered advisors work at Legacy Wealth in Woodbury, out of 4 at the firm nationwide; it ranks number 13 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Legacy Wealth advisors in Woodbury, A to Z

Every Legacy Wealth advisor →

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

Other firms in Woodbury

All Woodbury advisors →

Charles Schwab & Co., Inc. 11Pine Grove Financial Group 11Great Valley Advisor Group, LLC 10Osaic Wealth, Inc. 10Cetera Investment Advisers LLC 9Edward Jones 8LPL Financial LLC 8Ameriprise Financial Services, LLC 7Focus Financial 6Pfs Investments Inc. 6Northwestern Mutual Investment Services, LLC 5Ballast Advisors, LLC 4

Questions

How many financial advisors does Legacy Wealth have in Woodbury?

4 investment adviser representatives are registered at Legacy Wealth offices in Woodbury, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Legacy Wealth one of the largest advisor employers in Woodbury?

Legacy Wealth ranks number 13 in Woodbury by registered advisors; Charles Schwab & Co., Inc. has the most, with 11.

How do I check a Legacy Wealth advisor in Woodbury?

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