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Keegan B King

The Legacy Financial Group, Inc.

Tulsa, OK

CRD 7147066

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Employer firm

The Legacy Financial Group, Inc. CRD 135059

$591M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
The Legacy Financial Group, Inc.

1425 E. 41St Place Suite 100, Tulsa, OK 74105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-06
OK RA APPROVED 2019-09-18
  • TX RA
    APPROVED_RES
    Since 2025-01-06
  • OK RA
    APPROVED
    Since 2019-09-18

Branch Locations

1425 E. 41St Place Suite 100, Tulsa, OK 74105 • 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
The Legacy Financial Group, Inc. Tulsa OK 04/2019 09/2025
Bluestone Tulsa OK 05/2018 04/2019
University Of Tulsa Tulsa OK 08/2015 05/2019
The Legacy Financial Group, Inc. Tulsa OK 09/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-18
  • S65 Uniform Investment Adviser Law Examination
    2019-09-18

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
PINNACLE INVESTMENT ADVISORS

Nearby Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK

More in Tulsa, OK

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