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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2013-01-16 |
Branch Locations
2627 Redwing Road Suite 320, Fort Collins, CO 80526 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Financial Services Inc | Fort Collins | CO | 09/2002 | Present |
| Senior Tax Advisory Group | Fort Collins | CO | 03/2003 | Present |
| Gradient Advisors, Llc | Shoreview | MN | 12/2012 | Present |
1) dba Legacy Financial Resources, LLC - 2627 Redwing Rd, #320, Fort Collins, CO 80526 - President/Owner - Financial Services including assets under management, annuities, and life insurance - Start date: 06/2013 2) Legacy Tax Services, LLC - 2627 Redwig Road, suite 320, Fort Collins, CO 80526 - Tax Preparation - Owner - Start Date 02/2005
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-23 |
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