Best Investors Account Sign in
Inactive

Cooper Stevenson

The Legacy Financial Group, Inc.

Tulsa, OK

CRD 7934998

Claim This Profile
Employer firm

The Legacy Financial Group, Inc. CRD 135059

$591M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
The Legacy Financial Group, Inc.

1425 E. 41St Place Suite 100, Tulsa, OK 74105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-07
OK RA APPROVED 2025-06-18
  • TX RA
    APPROVED
    Since 2026-01-07
  • OK RA
    APPROVED
    Since 2025-06-18

Branch Locations

1425 E. 41St Place Suite 100, Tulsa, OK 74105 • 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
The Legacy Financial Group, Inc. Tulsa OK 06/2025 Present
Benson Financial Group Hannibal OK 06/2024 05/2025
Olivet Nazarene University Bourbonnais IL 09/2021 05/2025
Family Firtst Life Naperville IL 02/2023 05/2023
Student Shelbina MO 01/2015 06/2021
  • 06/2025 → Present
    The Legacy Financial Group, Inc.
    Tulsa, OK
  • 06/2024 → 05/2025
    Benson Financial Group
    Hannibal, OK
  • 09/2021 → 05/2025
    Olivet Nazarene University
    Bourbonnais, IL
  • 02/2023 → 05/2023
    Family Firtst Life
    Naperville, IL
  • 01/2015 → 06/2021
    Student
    Shelbina, MO
Other Businesses

INSRUANCE LICENSED LIFE AND HEALTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-05
  • S65 Uniform Investment Adviser Law Examination
    2025-06-05

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
PINNACLE INVESTMENT ADVISORS

Nearby Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK

More in Tulsa, OK

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor