LEGACY FINANCIAL GROUP, LLC

LEGACY FINANCIAL GROUP, LLC of DES MOINES, IA is an SEC-registered investment adviser (CRD 154927). Regulatory assets under management: $1.0B.

Registration

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (14)

NameRoleLocation
Michelle Anne MccarthyCHIEF COMPLIANCE OFFICER
Brian Joseph HoodPARTNER ADVISOR; PART OWNER
William Bemis ElsonPARTNER ADVISOR; PART OWNER
Chad Wesley TerryCHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER
PITCHER MARY DOTTERERCHIEF COMPLIANCE OFFICER
HOOD JEREMY JOSEPHMANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; PART OWNER
TERRY CHAD WESLEYCHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER
ELSON WILLIAM BEMISPART OWNER
Arnburg Scott RCHIEF COMPLIANCE OFFICER
CLINES MELISSA JOCHIEF OPERATING OFFICER
WOOD RACHEL ELAINEPART OWNER
Rachel Elaine WoodPARTNER ADVISOR
Scott R ArnburgPARTNER ADVISOR
Scott Andrew NelsonPARTNER ADVISOR

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