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Michael Voorhees Wren

Legacy Financial Strategies, LLC

Overland Park, KS

CRD 4417398

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Employer firm

Legacy Financial Strategies, LLC CRD 283553

$952M regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Legacy Financial Strategies, Llc

5400 Colllege Blvd. Ste. A, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2016-08-18
TX RA APPROVED 2016-08-18
  • KS RA
    APPROVED
    Since 2016-08-18
  • TX RA
    APPROVED
    Since 2016-08-18

Branch Locations

5400 Colllege Blvd. Ste. A, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legacy Financial Strategies, Llc Overland Park KS 03/2014 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-12
S63 Uniform Securities Agent State Law Examination 2001-08-06
  • S66 Uniform Combined State Law Examination
    2008-11-12
  • S63 Uniform Securities Agent State Law Examination
    2001-08-06
Designations
  • Certified Financial Planner
Other Names
  • Mike Wren

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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