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RIA · CRD 122921State-Registered Investment Adviser

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LEGACY FINANCIAL PLANNERS LLC

LEGACY FINANCIAL PLANNERS LLC is a ria; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...

Overview

Legacy Financial Planners LLC is a state-registered investment adviser with an office in Carmel, IN. The firm has one employee.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at LEGACY FINANCIAL PLANNERS LLC?

No principals or investment committee have been publicly identified for LEGACY FINANCIAL PLANNERS LLC. The firm's SEC registration does not currently name specific executives or advisors. Without public disclosure, investment decision-making remains unclear.

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