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700 Terrace Point Dr. Suite 325, Muskegon, MI 49440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-04-15 |
| MI | RA | APPROVED | 2024-04-15 |
| TX | RA | APPROVED_RES | 2019-02-19 |
Branch Locations
700 Terrace Point Dr. Suite 325, Muskegon, MI 49440 • United States
800 E. Ellis Rd Suite 243, Norton Shores, MI 49441 • United States
56 E. Lakewood Drive Suite 30, Holland, MI 49424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Third Generation Development, Inc. Dba Legacy Financial Network | Grand Rapids | MI | 12/2009 | Present |
| Lfn Advisors Inc. | Kentwood | MI | 12/2013 | Present |
| Legacy Network Properties, Inc. | Kentwood | MI | 10/2012 | Present |
| Oeconomous | Kentwood | MI | 02/2019 | Present |
| Legacy Media Company, Llc | Kentwood | MI | 02/2019 | Present |
1.INDEPENDENT INSURANCE AGENT;YES;1676 VIEWPOND DRIVE STE 2A KENTWOOD, MI 49508;FIXED INSURANCE SALES;INDPENDENT INSURANCE AGENT;4/2011;160;160;SALES OF FIXED INSURANCE PRODUCTS 2.3RD GENERATION DEVELOPMENT, LLC DBA LEGACY FINANCIAL NETWORK;YES;1676 VIEWPOND DRIVE STE 2A KENTWOOD, MI 49508; DBA;OWNER;1/2003;280;280;DBA FOR WHOLESALING AND INSURANCE AND SECURITIES SALES 3.LEGACY NETWORK PROPERTIES;CO-OWNER NO;1676 VIEWPOND DRIVE KENTWOOD, MI 49508;REAL ESTATE; BUILDING MAINTENANCE;11/2012;8;8;RESPONSIBLE FOR DAY TO DAY MANAGEMENT OF BUILDING 4. OECONOMOUS; NOT INVESTMENT RELATED; CO-FOUNDER; KENTWOOD, MI; TRANSITION PLANNING FOR ADVISORS; 5 HOURS PER MONTH. 5. LEGACY MEDIA COMPANY, LLC;NON-INVESTMENT RELATED; MANAGING MEMBER;KENTWOOD, MI; RADIO SHOW; STARTED 02/2019; 8 HOURS PER MONTH. 5. Trust Company Ownership, Waterway, Wilholt, Worfel, & Bronsink LLC, 11/2020 to Present, Guardian Fiduciary Services, 01/2022 to Present and CDM, 01/2022 to Present, Owner less than 5% of time is spent on these activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-22 |
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