LEGACY ESTATE PLANNING GROUP, INC.

LEGACY ESTATE PLANNING GROUP, INC. of OMAHA, NE is an SEC-registered investment adviser (CRD 152422).

Registration

• CRD: 152422
• Type: Registered investment adviser
• Location: 900 SOUTH 74TH PLAZA, OMAHA, NE, 68114
• Phone: 402-614-9489
• Latest filing: 2026-05-01
• Clients: 1

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152422 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search