LEGACY RETIREMENT ADVISORS

LEGACY RETIREMENT ADVISORS is an SEC-registered investment adviser (CRD 157453). Regulatory assets under management: $15.4M.

Registration

• CRD: 157453
• Type: Registered investment adviser
• Phone: (507) 995-3414
• Latest filing: 2026-02-12
• Regulatory AUM: $15.4M
• Discretionary AUM: $15.4M
• Clients: 1
• Accounts: 147

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157453 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search