# LEGACY FINANCIAL GROUP, LLC

LEGACY FINANCIAL GROUP, LLC of DES MOINES, IA is an SEC-registered investment adviser.

## Registration

- CRD: 154927
- Type: SEC-registered investment adviser
- SEC file number: 801-79803
- Location: 6000 GRAND AVENUE, SUITE B, DES MOINES, IA, 50312
- Phone: 515-255-3306
- Latest filing: 2026-05-18
- Regulatory AUM: $1.0B
- Discretionary AUM: $995.6M
- Non-discretionary AUM: $11.9M
- Clients: 18
- Accounts: 4,146

## Business model

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

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Michelle Anne Mccarthy | CHIEF COMPLIANCE OFFICER | — |
| Brian Joseph Hood | PARTNER ADVISOR; PART OWNER | — |
| William Bemis Elson | PARTNER ADVISOR; PART OWNER | — |
| Chad Wesley Terry | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| PITCHER MARY DOTTERER | CHIEF COMPLIANCE OFFICER | — |
| HOOD JEREMY JOSEPH | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; PART OWNER | — |
| TERRY CHAD WESLEY | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| ELSON WILLIAM BEMIS | PART OWNER | — |
| Arnburg Scott R | CHIEF COMPLIANCE OFFICER | — |
| CLINES MELISSA JO | CHIEF OPERATING OFFICER | — |
| WOOD RACHEL ELAINE | PART OWNER | — |
| Rachel Elaine Wood | PARTNER ADVISOR | — |
| Scott R Arnburg | PARTNER ADVISOR | — |
| Scott Andrew Nelson | PARTNER ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154927/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154927/similar
- Related entities: https://search.stillhousedata.com/firm/154927/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154927

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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.