What departments does Legacy Financial Strategies, LLC have?

Legacy Financial Strategies, LLC has employees across 3 departments including Finance, Business, Marketing.

What is the largest department at Legacy Financial Strategies, LLC?

The largest department at Legacy Financial Strategies, LLC is Finance with 18 employees.

Where are Legacy Financial Strategies, LLC employees located globally?

Legacy Financial Strategies, LLC has employees across 2 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, Germany, United States Of America.

How has Legacy Financial Strategies, LLC's team size changed over time?

Legacy Financial Strategies, LLC's team has decreased from approximately 30 to 25 employees based on available data.

Legacy Financial Strategies, LLC Employee Directory

Financial ServicesKansas, United States11-50 Employees

Legacy Financial Strategies, LLC is an independent financial planning firm in the financial services industry, located at 5400 College Boulevard Suite a, Overland Park, Kansas 66211, United States. The company has between 11 and 50 employees and offers fee-only advisory services, with advisors not paid by commissions. Founded in 2000, Legacy serves clients in the Kansas City area and uses a data-driven, client-focused process that begins with an initial meeting to understand goals, risks, and obstacles. Its services include financial planning, corporate retirement plan design and management, workplace education, and professional investment advice, with expertise spanning retirement planning and income strategy, managed portfolios, corporate plan design, divorce financial planning, stock options and executive compensation planning, tax planning, and workplace education through the Futureproofed program. As a registered investment adviser and fiduciary, Legacy prioritizes clients' interests and does not earn commissions.

Legacy Financial Strategies, LLC Global Highlights

North America
41

United States Of America
41

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
Germany
1

Legacy Financial Strategies, LLC's Leadership

M. W.
Chief Executive Officer
Mobile Phone
Email
M. W. C. C.
Chief Executive Officer
Mobile Phone
Email
C. P.
Chief Investment Officer
Mobile Phone
Email
B. B.
Chief Operating Officer & Chief Of Compliance Officer
Mobile Phone
Email
D. G.
President
Mobile Phone
Email
B. H.
President
Mobile Phone
Email
K. S.
Managing Partner
Mobile Phone
Email
G. V.
Principal / Chief Compliance Officer
Mobile Phone
Email

Legacy Financial Strategies, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Legal
Accounting
Administrative
Other

Contact profiles from Legacy Financial Strategies, LLC

Name

Title

Contact Info

Location

Last Update

M. W.
Chief Executive Officer
Mobile Phone
Email
United StatesKansas
Jun 08, 2026
D. G.
President
Mobile Phone
Email
United StatesPennsylvania
May 29, 2026
K. S.
Managing Partner
Mobile Phone
Email
United StatesGeorgia
Jun 02, 2026
C. P.
Chief Investment Officer
Mobile Phone
Email
United StatesKansas
Jun 26, 2026
G. V.
Principal / Chief Compliance Officer
Mobile Phone
Email
United StatesKansas
Mar 24, 2026
B. H.
President
Mobile Phone
Email
United StatesWisconsin
Oct 17, 2024
M. L.
Principal/Chief Executive Officer/Financial Advisor
Mobile Phone
Email
United StatesKansas
Jun 08, 2026
M. W. C. C.
Chief Executive Officer
Mobile Phone
Email
May 12, 2026
R. M.
Owner
Mobile Phone
Email
United StatesMissouri
Oct 17, 2024
M. G.
Financial Advisor & Director Of Financial Planning
Mobile Phone
Email
United StatesKansas
May 12, 2026

Frequently Asked Questions

What is Legacy Financial Strategies, LLC known for?

Legacy Financial Strategies, LLC was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 5400 College Boulevard Suite a Overland Park, Kansas 66211 United States; you can contact the main corporate office by phone at

+1-913-403-****

. Explore Legacy Financial Strategies, LLC's company overview page for more information.

What is Legacy Financial Strategies, LLC's most common email format?

Legacy Financial Strategies, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Financial Strategies, LLC email formats with LeadIQ.

How many employees does Legacy Financial Strategies, LLC have currently?

Legacy Financial Strategies, LLC has approximately 22 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Legacy Financial Strategies, LLC's key employees and leadership?

As of May 2026, Legacy Financial Strategies, LLC's key employees include:

Chief Executive Officer: M. W.
Chief Executive Officer: M. W. C. C.
Chief Investment Officer: C. P.
Chief Operating Officer & Chief Of Compliance Officer: B. B.
President: D. G.

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Legacy Financial Strategies, LLC Employee Directory

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