Legacy Financial Services Group, Inc.
Legacy Financial Services Group, Inc. (CRD# 140514) is a financial advisory firm headquartered in Traverse City, MI. They manage $96,000,000 in 350 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Legacy Financial Services Group, Inc.
By the Numbers
-
Total Assets Under Management96MILLION
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Total Number of Accounts350ACCOUNTS
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Average Account Value$274,286
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MI
Financial Advisors at Legacy Financial Services Group, Inc.
1
Kelly Kazmierski (CRD# 4824852) is an Investment Advisor Representative working at Legacy Financial Services Group, Inc. in Traverse City, MI and has over 19 years of experience in the finance industry.
2
Carolyn Weeks (CRD# 4699981) is an Investment Advisor Representative working at Legacy Financial Services Group, Inc. in Traverse City, MI and has over 9 years of experience in the finance industry.
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