LEGACY FINANCIAL ADVISORS CORPORATION of BLOOMINGTON, MN is an SEC-registered investment adviser (CRD 115384). Regulatory assets under management: $317.7M.
Compensation: % of AUM, Commissions.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Thomas Lee Menzel | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Laura Anne Biermann | VICE PRESIDENT | — |
| MENZEL THOMAS LEE | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| JACOBSON SHAWN JAY | VICE PRESIDENT FINANCIAL PLANNING; V.P., CHIEF COMPLIANCE OFFICER | — |
| Biermann Laura Anne | VICE PRESIDENT | — |