LEGACY FINANCIAL STRATEGIES, LLC of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 283553). Regulatory assets under management: $952.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| 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 | — |