LEGACY PLANNING & ASSOCIATES, INC. of GRAND RAPIDS, MI is an SEC-registered investment adviser (CRD 156537). Regulatory assets under management: $112.3M.
| Name | Role | Location |
|---|---|---|
| WOOD REBECCA SUE | TRUSTEE | — |
| WOOD MARTHA LEE | OWNER; OWNER / CCO; PRESIDENT (+3 more) | — |
| Burgess Elizabeth Anne | IAR & SHAREHOLDER; SHAREHOLDER | — |
| COOK MICHAEL RANDOLPH | IAR & SHAREHOLDER; IAR, SHAREHOLDER & CCO; SHAREHOLDER | — |
| WOOD CAROL | TRUSTEE | — |