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LEGACY FINANCIAL GROUP
LEGACY FINANCIAL GROUP, LLC
CRD 154927 · SEC 801-79803
6000 GRAND AVENUE, SUITE B, DES MOINES, IA, 50312, United States
Phone
515-255-3306
Fax
515-277-3133
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.01B
Discretionary AUM
$995.6M
Team
18 total employees; 11 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; FINANCIAL EDUCATION PROGRAM FEES
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1136 | $311.9M |
| High net worth individuals | 314 | $686.4M |
| Corporations/business entities | 2 | $9.3M |
States served
AZ, CA, CO, IL, IA, KS, LA, MN, NE, NC, OR, VA, WI, MO, WA, TX, NH, FL
All web addresses on file
- http://www.billelson.com
- http://www.billelsongroup.com
- http://www.desmoinesfinancialadvisors.com
- http://www.FINANCIALPLANNERDESMOINES.COM
- http://www.IAFINANCIALPLANNING.COM
- http://www.IOWAFINANCIALPLANNER.COM
- http://www.legacyonline.com
- http://www.journeywithlegacy.com
- http://www.legendsatlegacycarshow.com
- http://www.lfg-insurance.com
- http://www.lfgplanners.com
- http://www.williamelson.com
- http://www.lfgplanners.net
- http://www.lfgtax.com
- http://www.mylfginsurance.com
Official SEC filing: View on IAPD