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Ross Wayne Luekenga

Az Legacy Wealth LLC

Glendale, AZ

CRD 5136879

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Employer firm

Az Legacy Wealth LLC CRD 308906

$65.8M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Az Legacy Wealth Llc

6751 North Sunset Boulevard Suite 320, Glendale, AZ 85305 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-06-17
AZ RA APPROVED 2020-06-05
  • TX RA
    APPROVED
    Since 2020-06-17
  • AZ RA
    APPROVED
    Since 2020-06-05

Branch Locations

6751 North Sunset Boulevard Suite 320, Glendale, AZ 85305 • 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 Wealth Management, Llc Boise ID 08/2016 06/2020
Ross Luekenga - Sole Proprietor Avondale AZ 01/2007 Present
Az Legacy Wealth, Llc Avondale AZ 08/2014 Present
Az Legacy Wealth, Llc Avondale AZ 04/2020 Present
Previous Registrations
Other Businesses

ROSS LUEKENGA SOLE PROPRIETOR; INVESTMENT-RELATED; 1663 NORTH 113TH AVE., AVONDALE, AZ 85392; LIFE AND DISABILITY INSURANCE; INDEPENDENT INSURANCE AGENT; 4 HRS/MONTH, 2 HRS DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-04
S63 Uniform Securities Agent State Law Examination 2006-08-18
  • S66 Uniform Combined State Law Examination
    2010-09-04
  • S63 Uniform Securities Agent State Law Examination
    2006-08-18
Other Names
  • Roscoe Wayne Luekenga
  • Ross Luekenga

View on SEC IAPD

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