Legacy Financial Group
Financial Services
Des Moines, Iowa, United States
20 employees
- Employees
- 20
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Legacy Financial Group Overview
- Headquarters
- Des Moines, Iowa, United States
- Phone Number
- Available in AeroLeads
- Website
- lfgplanners.com
- Industry
- Financial Services
- Employees
- 20
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Legacy Financial Group
As a Registered Investment Adviser firm, we take great pride in our freedom when it comes to investment selection and investment philosophy. Our purpose is to inspire and empower you to create the life you want, on your terms. We endeavor to truly work for our clients.
Legacy Financial Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Legacy Financial Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kathy Krogmeier, Cebs-Cpe, Crc, Cra | Retired - Marketing Specialist at Legacy Financial Group |
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|
|
| Scott Nelson | Financial Planning - Investment Advice - Workplace Financial Wellness | Des Moines Metropolitan Area, United States |
Email
|
| Bill Elson | Cfp® at Legacy Financial Group | Des Moines, Iowa, United States |
Email
|
| Gregory Giles | VP, Legacy Financial, Llc, (See: Rda Financial Network; United Planners Financial Services) | Sioux City, Iowa, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
7 profiles
VP / Head
2 profiles
Manager
2 profiles
Senior / Lead
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 4 | 4 | 0 |
| Sales | 2 | 2 | 0 |
| IT | 1 | 1 | 0 |
| General | 1 | 1 | 0 |
Legacy Financial Group Tech Stack
Cloud / infrastructure
2 profiles
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