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LEGACY FINANCIAL ADVISORS CORPORATION
CRD 115384 · SEC 801-62026
3500 AMERICAN BLVD WEST, SUITE 675, BLOOMINGTON, MN, 55431, United States
Phone
952-893-5555
Fax
952-893-5560
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$317.7M
Discretionary AUM
$312.9M
Team
6 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Commissions
Org form
Corporation
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)INSURANCE & ESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 146 | $47.6M |
| High net worth individuals | 99 | $270.1M |
States served
IL, MN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD