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Michelle Leann Green

Legacy Financial Strategies, LLC

Overland Park, KS

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Current Employers
Legacy Financial Strategies, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-17
KS RA APPROVED 2023-07-28
  • TX RA
    APPROVED
    Since 2023-11-17
  • KS RA
    APPROVED
    Since 2023-07-28

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
Legacy Financial Strategies, Llc Leawood KS 04/2023 Present
Amc Theaters Leawood KS 09/2009 04/2023
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-28
  • S65 Uniform Investment Adviser Law Examination
    2023-07-28
Designations
Other Names
  • Michelle Leann Goff
  • Michelle Leann Pace

View on SEC IAPD

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