# Legacy Financial Advisors

Legacy Financial Advisors is a Bank / Wealth / Trust based in Bloomington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bloomington, United States
- **Region:** North America
- **Address:** Bloomington, MN, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** www.lfamn.com
- **LinkedIn:** https://www.linkedin.com/company/mylegacyfa

## Regulatory record

- **CRD number:** 130350
- **Registration status:** State-Registered Investment Adviser (OH) — not registered with the SEC; per IAPD as of 2026-10-22
- **Latest Form ADV filing:** 2026-05-21T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Legacy Financial Advisors is a state-registered investment adviser since 2025. The firm manages $139 million in assets, $95 million on a discretionary basis. It has 1 employees and 3 investment advisers.

## Sectors

- Wealth Management
- Financial Planning

## Related profiles

- [Legacy Capital Group California](https://altss.com/profile/legacy-capital-group-california)
- [Legacy Health System Employees Retirement Plan](https://altss.com/profile/legacy-health-system-employees-retirement-plan)

---

Updated: 2026-10-24T12:32:20.695Z

Canonical page: https://altss.com/profile/legacy-financial-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology