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Brenda Elizabeth Black

Legacy Investment Partners, LLC

Overland Park, KS

CRD 2550558

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Employer firm

Legacy Investment Partners, LLC CRD 133014

$403M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Legacy Investment Partners, Llc

6240 West 135Th Street Suite 175, Overland Park, KS 66223 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2016-01-13
MO RA APPROVED 2016-01-13
  • KS RA
    APPROVED
    Since 2016-01-13
  • MO RA
    APPROVED
    Since 2016-01-13

Branch Locations

6240 West 135Th Street Suite 175, Overland Park, KS 66223 • 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 Investment Partners, Llc Leawood KS 10/2004 12/2022
Legacy Investment Partners, Llc Leawood KS 10/2004 Present
Previous Registrations
Other Businesses

INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-09-14
S63 Uniform Securities Agent State Law Examination 1995-05-19
  • S65 Uniform Investment Adviser Law Examination
    1995-09-14
  • S63 Uniform Securities Agent State Law Examination
    1995-05-19
Other Names
  • Brenda Elizabeth Neelly
  • Brenda Elizabeth Erker

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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