# LEGACY FINANCIAL STRATEGIES, LLC

LEGACY FINANCIAL STRATEGIES, LLC of OVERLAND PARK, KS is an SEC-registered investment adviser.

## Registration

- CRD: 283553
- Type: SEC-registered investment adviser
- SEC file number: 801-107930
- Location: 5400 COLLLEGE BLVD., STE. A, OVERLAND PARK, KS, 66211
- Phone: 913-403-0600
- Latest filing: 2026-07-21
- Regulatory AUM: $952.0M
- Discretionary AUM: $795.2M
- Non-discretionary AUM: $156.8M
- Clients: 16
- Accounts: 2,090

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Michael Voorhees Wren | CONTROLLING OWNER / CEO / PRINCIPAL / IAR | — |
| Christopher David Proctor | MINORITY OWNER / PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | — |
| David Patrick Dwyer | MINORITY OWNER / PRINCIPAL | — |
| Jacob Andrew Watts | MINORITY OWNER / PRINCIPAL | — |
| Andrew David Rogers | MINORITY OWNER / PRINCIPAL | — |
| Bethany Marae Boschert | CHIEF COMPLIANCE OFFICER | — |
| Joseph Kenneth Nafziger | MINORITY OWNER/PRINCIPAL | — |
| Jeffrey Dean Hrabe | MINORITY OWNER/PRINCIPAL | — |
| ROGERS TIMOTHY DAVID | MINORITY OWNER / PRINCIPAL | — |
| LUTZ MICHAEL WAYNE | CEO, MANAGING MEMBER; MANAGING MEMBER; MANAGING MEMBER / PRINCIPAL | — |
| VOSBURGH GRETCHEN CATHLEEN | MINORITY OWNER; NON-EMPLOYEE; PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| WREN MICHAEL VOORHEES | CEO, PRINCIPAL, IAR; CONTROLLING OWNER / CEO / PRINCIPAL / IAR; MINORITY OWNER / CEO / PRINCIPAL / IAR (+1 more) | — |
| NEUKIRCH NICHOLAS SEAN | PRINCIPAL, IAR | — |
| Lutz Ronald D | MINORITY OWNER / NON-EMPLOYEE; MINORITY OWNER; NON-EMPLOYEE | — |
| HARDMAN HEATHER N | CHIEF COMPLIANCE OFFICER | — |
| PROCTOR CHRISTOPHER DAVID | CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER; MINORITY OWNER / CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER; MINORITY OWNER / PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | — |
| DWYER DAVID PATRICK | MINORITY OWNER ; PRINCIPAL; MINORITY OWNER / PRINCIPAL | — |
| WATTS JACOB ANDREW | MINORITY OWNER ; PRINCIPAL; MINORITY OWNER / PRINCIPAL | — |
| BOSCHERT BETHANY MARAE | CHIEF COMPLIANCE OFFICER | — |
| Busche Bethany Marae | CHIEF COMPLIANCE OFFICER | — |
| Bethany Marae Leiker | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283553/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283553/similar
- Related entities: https://search.stillhousedata.com/firm/283553/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283553

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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.