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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 2026-06-22
  • KS RA
    APPROVED
    Since 2026-06-22

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
Mountain West Office Products Grand Junction CO 08/2015 06/2020
Sabatka & Company Manhattan KS 03/2021 08/2021
Cgn Advisors, Llc Manhattan KS 08/2021 06/2026
Cgn Advisors, Llc Manhattan KS 08/2021 06/2026
Kansas State University Manhattan KS 07/2020 05/2023
Legacy Financial Strategies, Llc Overland Park KS 06/2026 Present
  • 08/2015 → 06/2020
    Mountain West Office Products
    Grand Junction, CO
  • 03/2021 → 08/2021
    Sabatka & Company
    Manhattan, KS
  • 08/2021 → 06/2026
    Manhattan, KS
  • 08/2021 → 06/2026
    Manhattan, KS
  • 07/2020 → 05/2023
    Kansas State University
    Manhattan, KS
  • 06/2026 → Present
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-19
  • S65 Uniform Investment Adviser Law Examination
    2025-07-19

View on SEC IAPD

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