LeadIQ logo
Learn more at LeadIQ.com
Unified Legacy Advisors logo

Unified Legacy Advisors Employee Directory

Financial ServicesNebraska, United States11-50 Employees

Unified Legacy Advisors operates in the financial services sector with a focus on retirement planning. The firm pursues a comprehensive approach that includes protecting existing assets, managing current holdings, and estimating future cash flows and investments. Asset protection is treated as a fundamental element of a retirement plan, reflecting clients' savings and home equity. The practice is a small to midsize firm.

In addition to investment planning, Unified Legacy Advisors offers Long-Term Care and Life Insurance services. Advisory services are provided through The Patriot Financial Group, LLC, doing business as Unified Legacy Advisors, with offices in Omaha and Lincoln, Nebraska.

Find Unified Legacy Advisors employees' phone numbers or email addresses

Unified Legacy Advisors Global Highlights

Location
Employees

North America
15

Minus sign iconPlus sign icon
  • United States Of America
    15

Unified Legacy Advisors's Leadership

  • Ceo/Founder at Unified Legacy Advisors
    R. B.
    Ceo/Founder
    Mobile Phone
  • Co-Founder, Investment Advisor Representative at Unified Legacy Advisors
    M. N.
    Co-Founder, Investment Advisor Representative
    Mobile Phone
  • Co-Founder, Investment Advisor Representative at Unified Legacy Advisors
    S. N.
    Co-Founder, Investment Advisor Representative
    Mobile Phone
  • Director Of Operations at Unified Legacy Advisors
    B. H.
    Director Of Operations
    Mobile Phone
  • Marketing- Manager at Unified Legacy Advisors
    P. K.
    Marketing- Manager
    Mobile Phone
  • Investment Advisory Representative at Unified Legacy Advisors
    S. A.
    Investment Advisory Representative
    Mobile Phone
  • Client Services Associate at Unified Legacy Advisors
    T. C.
    Client Services Associate
    Mobile Phone
  • Investment Advisor Representative And Cfp® at Unified Legacy Advisors
    R. F.
    Investment Advisor Representative And Cfp®
    Mobile Phone

Unified Legacy Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Program & Project Management
  • Other

Contact profiles from Unified Legacy Advisors

Name
Title
Contact
Location
Last Update
  • Co-Founder, Investment Advisor Representative at Unified Legacy Advisors
    M. N.
    Co-Founder, Investment Advisor Representative
    Mobile Phone
    United States, Nebraska
    May 29, 2026
  • Co-Founder, Investment Advisor Representative at Unified Legacy Advisors
    S. N.
    Co-Founder, Investment Advisor Representative
    Mobile Phone
    United States, Nebraska
    Mar 24, 2026
  • Ceo/Founder at Unified Legacy Advisors
    R. B.
    Ceo/Founder
    Mobile Phone
    United States
    Jun 27, 2026
  • Director Of Operations at Unified Legacy Advisors
    B. H.
    Director Of Operations
    Mobile Phone
    United States, Nebraska
    Apr 15, 2026
  • Marketing- Manager at Unified Legacy Advisors
    P. K.
    Marketing- Manager
    Mobile Phone
    United States, Nebraska
    Apr 16, 2026
  • Investment Advisory Representative at Unified Legacy Advisors
    S. A.
    Investment Advisory Representative
    Mobile Phone
    United States, Nebraska
    Feb 27, 2026
  • Client Services Associate at Unified Legacy Advisors
    T. C.
    Client Services Associate
    Mobile Phone
    United States, Nebraska
    Apr 15, 2026
  • Investment Advisor Representative And Cfp® at Unified Legacy Advisors
    R. F.
    Investment Advisor Representative And Cfp®
    Mobile Phone
    United States, Vermont
    Apr 15, 2026

Frequently Asked Questions

What is Unified Legacy Advisors known for?

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

What is Unified Legacy Advisors's most common email format?

Minus sign iconPlus sign iconUnified Legacy Advisors employees' email format typically follows the pattern of FLast@unifiedlegacyadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Unified Legacy Advisors email formats with LeadIQ.

How many employees does Unified Legacy Advisors have currently?

Minus sign iconPlus sign iconUnified Legacy Advisors has approximately 16 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Unified Legacy Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Unified Legacy Advisors's key employees include:

  • Ceo/Founder: R. B.
  • Co-Founder, Investment Advisor Representative: M. N.
  • Co-Founder, Investment Advisor Representative: S. N.
  • Director Of Operations: B. H.
  • Marketing- Manager: P. K.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

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.