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
49

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  • United States Of America
    49

Legacy Financial Group's Leadership

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    D. P.
    Vice President And Wealth Advisor
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    V. M.
    President & Wealth Advisor
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    S. N.
    Financial Advisor And Partner
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    R. W.
    Partner And Certified Financial Planner®
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    B. H.
    Owner
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    D. F.
    Owner
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    E. F.
    Managing Partner
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  • Stylized image of a person
    E. W.
    Owner
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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
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    A. S.
    Director Of Operations
    Phone icon
    United StatesIowa
    Jun 27, 2026
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    D. V.
    Client Relations Director
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    United StatesUtah
    Oct 17, 2024
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    A. M.
    Relationship Manager
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    United StatesIowa
    Jun 25, 2026
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    L. T.
    Relationship Manager
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    United StatesIowa
    Jun 30, 2026
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    D. H.
    Relationship Manager
    Phone icon
    United StatesIowa
    Jan 24, 2026
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    B. R.
    Client Service Manager
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    United StatesIowa
    Feb 24, 2024
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    S. P.
    Customer Service Manager
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    Oct 21, 2024
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    E. W.
    Principal
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    Oct 18, 2024
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    J. M.
    Principal
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    Oct 24, 2024
  • Stylized image of a person
    S. A.
    Financial Advisor
    Phone icon
    United StatesIowa
    Jun 08, 2026

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 June 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 June 2026, Legacy Financial Group's key employees include:

  • 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.
  • Owner: B. H.

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