Legacy Financial Group logo

Legacy Financial Group Employee Directory

Financial ServicesIowa, United States11-50 Employees

Legacy Financial Group operates in the financial services sector, providing advisory services as a registered investment advisor. Its materials emphasize informational purposes and caution that communications are not a substitute for personalized investment advice, underscoring a focus on guidance rather than specific recommendations. The firm presents itself as a resource for individuals seeking insight into investments while disclaiming responsibility for third-party content and for market outcomes.
Based in Des Moines, Iowa, the company supports clients through advisory services and maintains a professional presence online at its website. The recent news mentions small, targeted investments in individual equities, illustrating activity in asset ownership alongside its advisory role. The firm appears to serve a market requiring regulated, professional financial guidance within the broader financial services landscape.

Find Legacy Financial Group employees' phone numbers or email addresses

Legacy Financial Group Global Highlights

Location
Employees

North America
46

Minus sign iconPlus sign icon
  • United States Of America
    46

Legacy Financial Group's Leadership

  • President & Wealth Advisor at Legacy Financial Group
    V. M.
    President & Wealth Advisor
  • Owner at Legacy Financial Group
    D. F.
    Owner
  • Managing Partner at Legacy Financial Group
    E. F.
    Managing Partner
  • Owner at Legacy Financial Group
    E. W.
    Owner
  • Owner at Legacy Financial Group
    M. R.
    Owner
  • Customer Service Manager at Legacy Financial Group
    S. P.
    Customer Service Manager
  • Principal at Legacy Financial Group
    E. W.
    Principal
  • Principal at Legacy Financial Group
    J. M.
    Principal

Legacy Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Legacy Financial Group

Name
Title
Contact
Location
Last Update
  • Owner at Legacy Financial Group
    D. F.
    Owner
    Oct 17, 2024
  • Managing Partner at Legacy Financial Group
    E. F.
    Managing Partner
    Oct 22, 2024
  • Owner at Legacy Financial Group
    E. W.
    Owner
    Oct 23, 2024
  • Owner at Legacy Financial Group
    M. R.
    Owner
    Oct 22, 2024
  • President & Wealth Advisor at Legacy Financial Group
    V. M.
    President & Wealth Advisor
    Oct 22, 2024
  • Customer Service Manager at Legacy Financial Group
    S. P.
    Customer Service Manager
    Oct 21, 2024
  • Principal at Legacy Financial Group
    E. W.
    Principal
    Oct 18, 2024
  • Principal at Legacy Financial Group
    J. M.
    Principal
    Oct 24, 2024
  • Staff Accountant at Legacy Financial Group
    S. E.
    Staff Accountant
    Oct 21, 2024
  • Client Services Specialist at Legacy Financial Group
    E. B.
    Client Services Specialist
    Jun 26, 2026

Frequently Asked Questions

What is Legacy Financial Group known for?

Minus sign iconPlus sign icon
Legacy Financial Group operates in the Financial Services industry. Explore Legacy Financial Group's company overview page for more information.

What is Legacy Financial Group's most common email format?

Minus sign iconPlus sign icon
Legacy Financial Group employees' email format typically follows the pattern of First@lfgplanners.com. Trying to find reliable and up-to-date employee contact data? Find more Legacy Financial Group email formats with LeadIQ.

How many employees does Legacy Financial Group have currently?

Minus sign iconPlus sign icon
Legacy Financial Group has approximately 21 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Legacy Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Legacy Financial Group's key employees include:

  • President & Wealth Advisor: V. M.
  • Owner: D. F.
  • Managing Partner: E. F.
  • Owner: E. W.
  • Owner: M. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.