# THE LEGACY PLANNING GROUP LLC

THE LEGACY PLANNING GROUP LLC of OVERLAND PARK, KS is an SEC-registered investment adviser.

## Registration

- CRD: 123638
- Type: SEC-registered investment adviser
- SEC file number: 801-61585
- Location: 10901 SOUTH LOWELL AVENUE, SUITE 100, OVERLAND PARK, KS, 66210
- Phone: 913-338-4530
- Latest filing: 2003-05-07
- Regulatory AUM: $14.0M
- Discretionary AUM: $14.0M
- Clients: 1
- Accounts: 193

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| BRAY THOMAS ALAN | C CORPORATION | — |
| CHERPITEL DEAN WESLEY | C CORPORATION | — |
| BOESHAAR RICHARD TUCKER | C CORPORATION | — |
| COLLINS MICHAEL DAVISSON | C CORPORATION | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123638/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123638/similar
- Related entities: https://search.stillhousedata.com/firm/123638/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123638

---

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.