# LEGACY FINANCIAL STRATEGIES, LLC

LEGACY FINANCIAL STRATEGIES, LLC of OVERLAND PARK, KS is an SEC-registered investment adviser.

## Registration

- CRD: 149507
- Type: SEC-registered investment adviser
- SEC file number: 801-100471
- Location: 4060 INDIAN CREEK PARKWAY, OVERLAND PARK, KS, 66207
- Phone: 913-403-0600
- Latest filing: 2016-06-08
- Regulatory AUM: $162.0M
- Discretionary AUM: $133.2M
- Non-discretionary AUM: $28.9M
- Clients: 12
- Accounts: 1,159

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| LUTZ MICHAEL WAYNE | CEO, MANAGING MEMBER; CHIEF COMPLIANCE OFFICER, MANAGING MEMBER; MANAGER AND CHIEF COMPLIANCE OFFICER (+3 more) | — |
| PLEVIAK ANNE JENELLE | CHIEF COMPLIANCE OFFICER | — |
| VOSBURGH GRETCHEN CATHLEEN | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| WREN MICHAEL VOORHEES | PRINCIPAL, INVESTMENT ADVISOR REPRESENTATIVE | — |
| NEUKIRCH NICHOLAS SEAN | INVESTMENT ADVISOR REPRESENTIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149507/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149507/similar
- Related entities: https://search.stillhousedata.com/firm/149507/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149507

---

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.