# LEGACY FINANCIAL ADVISORS CORPORATION

LEGACY FINANCIAL ADVISORS CORPORATION of BLOOMINGTON, MN is an SEC-registered investment adviser.

## Registration

- CRD: 115384
- Type: SEC-registered investment adviser
- SEC file number: 801-62026
- Location: 3500 AMERICAN BLVD WEST, SUITE 675, BLOOMINGTON, MN, 55431
- Phone: 952-893-5555
- Latest filing: 2026-02-11
- Regulatory AUM: $317.7M
- Discretionary AUM: $312.9M
- Non-discretionary AUM: $4.8M
- Clients: 6
- Accounts: 948

## Business model

- Compensation: % of AUM, Commissions
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115384/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115384/similar
- Related entities: https://search.stillhousedata.com/firm/115384/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115384

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.