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Alex Gregory Wattermann

Legacies Wealth LLC

Minnetonka, MN

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Current Employers
Legacies Wealth Llc

601 Carlson Parkway Suite 1400, Minnetonka, MN 55305 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-03-05
  • MN RA
    APPROVED
    Since 2024-03-05

Branch Locations

601 Carlson Parkway Suite 1400, Minnetonka, MN 55305 • 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
Dougherty Wealth Advisers Llc Wayzata MN 06/2023 Present
United Parcel Service, Inc Shakopee MN 11/2020 01/2021
Metro Baseball League Burnsville MN 05/2016 08/2020
University Of Minnesota, Duluth Duluth MN 08/2019 05/2023
Prior Lake High School Savage MN 09/2015 06/2019
  • 06/2023 → Present
    Dougherty Wealth Advisers Llc
    Wayzata, MN
  • 11/2020 → 01/2021
    United Parcel Service, Inc
    Shakopee, MN
  • 05/2016 → 08/2020
    Metro Baseball League
    Burnsville, MN
  • 08/2019 → 05/2023
    University Of Minnesota, Duluth
    Duluth, MN
  • 09/2015 → 06/2019
    Prior Lake High School
    Savage, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-12
  • S65 Uniform Investment Adviser Law Examination
    2024-02-12

View on SEC IAPD

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