Best Investors Account Sign in
Claim This Profile
Current Employers
Legacy Wealth Management, Llc

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2017-06-13
  • ID RA
    APPROVED
    Since 2017-06-13

Branch Locations

13965 W Chinden Blvd Suite 100, Boise, ID 83713 • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2016 06/2017
Northwestern Mutual Investment Services Llc Nampa ID 04/2017 06/2017
Legacy Wealth Management, Llc Boise ID 06/2017 Present
  • 06/2016 → 06/2017
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 04/2017 → 06/2017
    Northwestern Mutual Investment Services Llc
    Nampa, ID
  • 06/2017 → Present
    Boise, ID
Other Businesses

Dynamic IQ, LLC - non investment related business coaching company - Salesman - potentially a source of client referrals for Legacy Wealth Management LLC. ~50% of time spent here.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-13
S63 Uniform Securities Agent State Law Examination 2017-05-15
  • S65 Uniform Investment Adviser Law Examination
    2017-06-13
  • S63 Uniform Securities Agent State Law Examination
    2017-05-15
Other Names
  • Acen Hansen
  • Aj Hansen

View on SEC IAPD

More in Boise, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor