Legacy Financial Group Employee Directory

Financial ServicesIowa, United States11-50 Employees

The material presented by Legacy Financial Group is for informational purposes only.  It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.  Actual economic or market events may turn out differently than as presented. Advisory services are provided by Legacy Financial Group, a registered investment advisor with the Securities and Exchange Commission. SEC registration does not constitute an endorsement of Legacy Financial Group by the SEC nor does it indicate that Legacy Financial Group has attained a particular level of skill or ability.  Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. Legacy Financial Group expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

Find Legacy Financial Group employees' phone numbers or email addresses

Legacy Financial Group Global Highlights

Location
Employees

North America
50

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  • United States Of America
    50

Legacy Financial Group's Leadership

  • Stylized image of a person
    C. T. C.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    D. P.
    Vice President And Wealth Advisor
    Phone icon
  • Stylized image of a person
    V. M.
    President & Wealth Advisor
    Phone icon
  • Stylized image of a person
    S. N.
    Financial Advisor And Partner
    Phone icon
  • Stylized image of a person
    R. W.
    Partner And Certified Financial Planner®
    Phone icon
  • Stylized image of a person
    B. H.
    Owner
    Phone icon
  • Stylized image of a person
    D. F.
    Owner
    Phone icon
  • Stylized image of a person
    E. F.
    Managing Partner
    Phone icon

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 Info
Location
Last Update
  • Stylized image of a person
    C. T. C.
    Chief Executive Officer
    Phone icon
    United StatesIowa
    Oct 27, 2025
  • Stylized image of a person
    S. N.
    Financial Advisor And Partner
    Phone icon
    Mar 25, 2026
  • Stylized image of a person
    R. W.
    Partner And Certified Financial Planner®
    Phone icon
    Mar 24, 2026
  • Stylized image of a person
    B. H.
    Owner
    Phone icon
    United StatesSouth Carolina
    Apr 23, 2025
  • Stylized image of a person
    D. F.
    Owner
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    E. F.
    Managing Partner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    E. W.
    Owner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    F. R.
    Partner
    Phone icon
    United StatesNew York
    Oct 21, 2024
  • Stylized image of a person
    M. R.
    Owner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    V. M.
    President & Wealth Advisor
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is Legacy Financial Group known for?

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Legacy Financial Group operates in the Financial Services industry. The company's main headquarters is located in 6000 Grand Avenue Suite b Des Moines, Iowa 50312 United States. Explore Legacy Financial Group's company overview page for more information.

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

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Legacy Financial Group employees' email format typically follows the pattern of . 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?

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Legacy Financial Group has approximately 21 employees as of April 2026. These team members are located across 1 continents, including North America.

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

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

  • Chief Executive Officer: C. T. C.
  • Vice President And Wealth Advisor: D. P.
  • President & Wealth Advisor: V. M.
  • Financial Advisor And Partner: S. N.
  • Partner And Certified Financial Planner®: R. W.

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