Legacy Financial Group Employee Directory

Financial ServicesUnited States11-50 Employees

As a Registered Investment Adviser firm, we take great pride in our freedom when it comes to investment selection and investment philosophy. Our purpose is to inspire and empower you to create the life you want, on your terms. We endeavor to truly work for our clients.

Find Legacy Financial Group employees' phone numbers or email addresses

Legacy Financial Group Global Highlights

Location
Employees

North America
45

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  • United States Of America
    45

Legacy Financial Group's Leadership

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    C. T. C.
    Chief Executive Officer
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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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    B. H.
    Cfp® 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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Contact profiles from Legacy Financial Group

Name
Title
Contact Info
Location
Last Update
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    T. L.
    General Agent At Chater Oak Insurance And Financial Services Co
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    United StatesConnecticut
    Oct 16, 2024
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    W. J.
    Distribution Supervisor
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    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 Ave, Suite B, Des Moines, Iowa 50312, US. 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 October 2025. 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 October 2025, 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.
  • Cfp® And Partner: B. H.

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