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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

  • Stylized image of a person
    R. B.
    Ceo/Founder
    Mobile Phone
  • Stylized image of a person
    M. N.
    Co-Founder, Investment Advisor Representative
    Mobile Phone
  • Stylized image of a person
    S. N.
    Co-Founder, Investment Advisor Representative
    Mobile Phone
  • Stylized image of a person
    B. H.
    Director Of Operations
    Mobile Phone
  • Stylized image of a person
    P. K.
    Marketing- Manager
    Mobile Phone
  • Stylized image of a person
    S. A.
    Investment Advisory Representative
    Mobile Phone
  • Stylized image of a person
    T. C.
    Client Services Associate
    Mobile Phone
  • Stylized image of a person
    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
  • Stylized image of a person
    M. N.
    Co-Founder, Investment Advisor Representative
    Mobile Phone
    United StatesNebraska
    May 29, 2026
  • Stylized image of a person
    S. N.
    Co-Founder, Investment Advisor Representative
    Mobile Phone
    United StatesNebraska
    Mar 24, 2026
  • Stylized image of a person
    R. B.
    Ceo/Founder
    Mobile Phone
    United States
    Jun 27, 2026
  • Stylized image of a person
    B. H.
    Director Of Operations
    Mobile Phone
    United StatesNebraska
    Apr 15, 2026
  • Stylized image of a person
    P. K.
    Marketing- Manager
    Mobile Phone
    United StatesNebraska
    Apr 16, 2026
  • Stylized image of a person
    S. A.
    Investment Advisory Representative
    Mobile Phone
    United StatesNebraska
    Feb 27, 2026
  • Stylized image of a person
    T. C.
    Client Services Associate
    Mobile Phone
    United StatesNebraska
    Apr 15, 2026
  • Stylized image of a person
    R. F.
    Investment Advisor Representative And Cfp®
    Mobile Phone
    United StatesVermont
    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 . 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 15 employees as of August 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 August 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.

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