Legacy Wealth Management

Legacy Wealth Management (CRD# 158010) is a financial advisory firm headquartered in Plainfield, IN. They manage $28,380,000 in 133 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2498 Perry Crossing Way, Suite 260, Plainfield, IN 46168
https://www.facebook.com/legacypractice
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $213,383
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Legacy Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Herrmann, financial advisor Plainfield IN
Christopher M. Herrmann
CRD#: 4123657
2498 Perry Crossing Way, Suite 260, Plainfield, IN 46168

Christopher Herrmann (CRD# 4123657) is an Investment Advisor Representative working at Legacy Wealth Management in Plainfield, IN and has over 24 years of experience in the finance industry.

2
Brian Wheeler, financial advisor Plainfield IN
Brian J. Wheeler
CRD#: 4154771
2498 Perry Crossing Way, Suite 260, Plainfield, IN 46168

Brian Wheeler (CRD# 4154771) is an Investment Advisor Representative working at Legacy Wealth Management in Plainfield, IN and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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