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Legacy Financial Group
DES MOINES, IA
CRD: 154927
In network coverage since October 8, 2026 · 1 story
$1BRegulatory AUMSEC Form ADV · Oct 10
18EmployeesForm ADV
1Moves on the wire · 12 months
Observed recruiting events · 12 monthsOn the wire →
Legacy Financial Group
Oct 7 · advisor move
Network coverage
Moves
Wells Fargo FiNet adds $580M Ameriprise team as LPL signs Michigan practice
Orchard Financial Group, an 11-person Los Angeles team, joins FiNet; LPL signs Brad Jerome's $175M practice from Osaic.