Legacy Financial Strategies LLC

Legacy Financial Strategies LLC, also known as LEGACY FINANCIAL STRATEGIES, LLC, is a Missouri-based Limited Liability Company with 10 employees, nine of which hold advisory positions. The firm's SEC status is currently listed as Approved, with a registration date of July 1, 2016. Despite catering to a relatively small pool of clients (10), Legacy Financial Strategies LLC is dedicated to providing top-quality financial analysis services to help individuals and organizations achieve their financial goals.

• CHRISTOPHER DAVID PROCTOR

  CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER owns less than 5%

• DAVID PATRICK DWYER

  MINORITY OWNER ; PRINCIPAL owns more than 5% but less than 10%

• HEATHER N HARDMAN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• JACOB ANDREW WATTS

  MINORITY OWNER ; PRINCIPAL owns more than 5% but less than 10%

• MICHAEL VOORHEES WREN

  PRINCIPAL, IAR owns more than 10% but less than 25%

• MICHAEL WAYNE LUTZ

  CEO, MANAGING MEMBER owns less than 5%

• RONALD D LUTZ

  MINORITY OWNER; NON-EMPLOYEE owns more than 5% but less than 10%

• RONALD D. LUTZ, TRUSTEE FOR THE MICHAEL W. LUTZ IRREVOCABLE SPENDTHRIFT TRUST

  TRUST owns 75% or more

• MICHAEL WAYNE LUTZ

  CEO, MANAGING MEMBER owns 75% or more

• The Retirement Planning Group Inc
• Tortoise Index Solutions LLC
• Legacy Investment Partners LLC
• Financial Advisory Service Inc
• Samson Capital Management LLC
• ETF Portfolio Partners Inc
• Sunrise Advisors Inc
• Everest Wealth Management LLC
• Tortoise Credit Strategies LLC
• Cognios Capital LLC

• Navigating the Shifts: Unveiling Legacy Financial Strategies, LLC's Evolution from Q4 2023 to Q1 2024
• The Legacy Financial Strategies Portfolio: Q3 2022 vs. Q4 2022 Holdings Comparison

• SCHWAB STRATEGIC TR $20,031k
• SCHWAB STRATEGIC TR US DIVIDEND EQ $19,856k
• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $12,333k
• VANGUARD INDEX FDS TOTAL STK MKT $8,533k
• ISHARES TR CORE S&P SCP ETF $7,403k
• SCHWAB U.S. LARGE-CAP GROWTH ETF $4,983k
• Berkshire Hathaway, Inc. $2,691k
• PIMCO ETF TR $1,837k
• SELECT SECTOR SPDR TR SBI INT-FINL $1,221k
• SPDR S&P 500 ETF TR TR UNIT $1,181k