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900 South 74Th Plaza Suite 101, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2010-05-28 |
Branch Locations
900 South 74Th Plaza Suite 101, Omaha, NE 68114 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Wealth Strategies, L.L.C. | Omaha/Bellevue | NE | 01/2005 | Present |
| Brown Law Offices, P.C., L.L.O. | Omaha/Bellevue | NE | 01/1996 | 01/2024 |
| Legacy Estate Planning Group, Inc. | Omaha | NE | 06/2010 | Present |
LEGACY WEALTH STRATEGIES, L.L.C; 17310 WRIGHT STREET, SUITE 200, OMAHA, NE 68130; INSURANCE SERVICES; PRESIDENT/INSURANCE AGENT; 01/2005; APPROX. 120 HRS/MO. SPENT IN THIS BUSINESS; PROVIDES INSURANCE RELATED SERVICES THROUGH THE CONSULTATION OF AND SALE OF INSURANCE AND FIXED AND TRADITIONAL ANNUITIES TO ITS INSURANCE CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-24 |
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