SEC CRD #801-118042
Investment Advisory Services offered through Legacy Wealth ... Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Legacy ... Legacy Wealth Advisors, LLC is a fee-only registered investment advisory firm that specializes in investment advice. Established in 2020, the firm is ... LEGACY WEALTH is a WOODBURY, MN-based registered investment adviser managing $546M in assets with 14 employees (CRD #306732). View team, assets under ...
JOHN BROCKER
CHIEF COMPLIANCE OFFICER
๐ (651) 621-2383
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AUM
$546M
Location
WOODBURY, MN
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