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Samuel Albert Allman

Legacy Wealth Management, LLC

Boise, ID

Seattle, WA

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Current Employers
Legacy Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2021-08-25
  • ID RA
    APPROVED
    Since 2021-08-25

Branch Locations

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

Seattle, WA • 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
Federal Reserve Bank Of Kansas City Kansas City MO 02/2016 06/2017
Triune Financial Partners Overland Park KS 07/2017 09/2017
First Business Bank Leawood KS 10/2017 08/2018
Kansas City Country Club Mission Hills KS 08/2018 05/2021
Johnson County Sheriff's Office Olathe KS 10/2018 05/2021
Legacy Wealth Management Boise ID 07/2021 Present
  • 02/2016 → 06/2017
    Federal Reserve Bank Of Kansas City
    Kansas City, MO
  • 07/2017 → 09/2017
    Triune Financial Partners
    Overland Park, KS
  • 10/2017 → 08/2018
    First Business Bank
    Leawood, KS
  • 08/2018 → 05/2021
    Kansas City Country Club
    Mission Hills, KS
  • 10/2018 → 05/2021
    Johnson County Sheriff's Office
    Olathe, KS
  • 07/2021 → Present
    Legacy Wealth Management
    Boise, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-25
  • S65 Uniform Investment Adviser Law Examination
    2021-08-25
Other Names
  • Samuel Allman

View on SEC IAPD

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