Best Investors Account Sign in
Inactive

Brooklyn Rose Maldonado

Legacy Financial Strategies, LLC

Overland Park, KS

Claim This Profile
Current Employers
Legacy Financial Strategies, Llc

5400 Colllege Blvd. Ste. A, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-06-13
  • KS RA
    APPROVED
    Since 2024-06-13

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
Yankton High School Yankton SD 08/2014 05/2018
University Of Missouri-Kansas City Kansas City MO 08/2018 05/2021
State Street Kansas City MO 01/2020 03/2020
Stepp & Rothwell, Inc. Overland Park KS 06/2020 05/2021
Stepp & Rothwell, Inc. Overland Park KS 06/2021 06/2022
Stepp & Rothwell, Inc. Overland Park KS 07/2022 06/2024
Legacy Financial Strategies, Llc Leawood KS 06/2024 Present
Previous Registrations
Designations

View on SEC IAPD

Other Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH
MARINER
PCG WEALTH MANAGEMENT
MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor