PERSONAL LEGACY PLANNERS of GRAND RAPIDS, MI is an SEC-registered investment adviser (CRD 153996). This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| TUBBERGEN DENNIS CLARE | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/TRUSTEE OF THE TUBBERGEN 2009 IRREVOCABLE TRUST; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/TRUSTEE OF THE TUBBERGEN 2009 IRREVOCABLE TRUST (+3 more) | — |
| GEARHART FREDERICK WILLIAM | MEMBER/TRUSTEE OF THE GEARHART 2009 IRREVOCABLE TRUST; MEMBER/TRUSTEE OF THE GEARHART IRREVOCABLE TRUST 2009; TRUSTEE/INDIRECT OWNER | — |
| RINCONES LORI ANN | CHIEF COMPLIANCE OFFICER | — |
| MC MANUS-ZOERHOF VALERIE ELIZABETH | CHIEF COMPLIANCE OFFICER | — |