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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
  • KS 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 09/2014 Present
Previous Registrations
  • 2014-11-06 → 2016-12-16
    Legacy Financial Strategies, Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-31
  • S65 Uniform Investment Adviser Law Examination
    2014-10-31

View on SEC IAPD

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