Legacy Financial Strategies LLC
Legal Name: LEGACY FINANCIAL STRATEGIES, LLC
Full Contact Details
Legacy Financial Strategies LLC
11300 TOMAHAWK CREEK PARKWAY, SUITE 190, LEAWOOD, KS
913-403-0600
913-403-0700
Other Info
Legacy Financial Strategies LLC is legally known as LEGACY FINANCIAL STRATEGIES, LLC. It is a MO Limited Liability Company. This firm has 10 employees, of which 9 are employees in advisory roles. It serves 10 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 1, 2016.
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Direct Owners
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CHRISTOPHER DAVID PROCTOR
CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER owns less than 5%
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DAVID PATRICK DWYER
MINORITY OWNER ; PRINCIPAL owns more than 5% but less than 10%
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HEATHER N HARDMAN
CHIEF COMPLIANCE OFFICER owns less than 5%
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JACOB ANDREW WATTS
MINORITY OWNER ; PRINCIPAL owns more than 5% but less than 10%
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MICHAEL VOORHEES WREN
PRINCIPAL, IAR owns more than 10% but less than 25%
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MICHAEL WAYNE LUTZ
CEO, MANAGING MEMBER owns less than 5%
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RONALD D LUTZ
MINORITY OWNER; NON-EMPLOYEE owns more than 5% but less than 10%
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RONALD D. LUTZ, TRUSTEE FOR THE MICHAEL W. LUTZ IRREVOCABLE SPENDTHRIFT TRUST
TRUST owns 75% or more
Indirect Owners
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MICHAEL WAYNE LUTZ
CEO, MANAGING MEMBER owns 75% or more
Firms Located Nearby
Top Holdings
- 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