M&K Legacy Wealth
Financial Services
3815 River Crossing Pkwy
5 employees
- Employees
- 5
- Contacts
- 1
- Emails
- 1
- Phones
- 1
M&K Legacy Wealth Overview
- Headquarters
- 3815 River Crossing Pkwy
- Website
- www.mklegacywealth.com
- Industry
- Financial Services
- Employees
- 5
- Founded
- 2024
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About M&K Legacy Wealth
We are an independent wealth management firm committed to helping you simplify, grow and protect your wealth so you can enjoy life. We are committed to building trusted, long-term relationships – collaborating with you and your family to preserve your wealth, reduce your financial stresses, and shape a meaningful legacy. Our focus on families is the hallmark and driving force of our business – directing everything we do to protect your best interests and achieve your goals across every phase of life. Our trusted advisors are here to empower you with the financial confidence you need to pursue your passions and build a lasting legacy. Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. M&K Legacy Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
M&K Legacy Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
- Phone contacts
- 1
- 25.0% coverage
M&K Legacy Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| J. Miller, Cfp®, Apma™ | Founder and Managing Partner of M&k |
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|
|
| Elizabeth Lamkin | Wealth Associate @ M & K Legacy Wealth | Indianapolis, Indiana, United States |
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|
| Chad Keller, Cfa®, Aif®, Cepa® | Founder and Managing Partner of M&k | Greater Indianapolis, United States |
Email
Phone
|
| Jessica Keller, Mba | Director of Operations at M & K Legacy | Greater Indianapolis, United States |
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|
Employees by Management Level
Executive
2 profiles
Director
1 profile
Associate / junior
1 profile
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