# LFN Advisors

LFN Advisors is a Bank / Wealth / Trust based in Muskegon, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Muskegon, United States
- **Region:** North America
- **Address:** Grand Rapids, MI, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** legacyfinancialnetwork.com
- **LinkedIn:** https://fr.linkedin.com/company/lfn_2

## Regulatory record

- **CRD number:** 169361
- **SEC file number:** 801-114705
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169361

## About

Founded in 2013 and headquartered in Grand Rapids, Michigan, LFN Advisors emerged as a wealth management and registered investment advisory practice serving a regional client base. The firm advises individuals alongside trusts, estates, charitable organizations, and corporate entities, placing it at the intersection of retail financial planning and institutional-adjacent asset management without the AUM scale of a multi-family office. LFN's strategy centers on portfolio management and financial planning delivered through an RIA structure. Specific portfolio companies or direct investments are not publicly disclosed. The firm's geographic concentration remains Michigan, with no known additional offices. The firm's size in professionals or total assets under management has not been publicly disclosed. No adjacent vehicles such as philanthropic foundations, real-asset arms, or club memberships are associated with LFN in public records. Without a known leadership roster or recent operational announcements, the firm's team composition and governance structure remain opaque. LFN's structural distinction lies in its client composition rather than its investment model. By advising trusts, estates, and charitable organizations alongside individuals and corporations, the firm operates as a hybrid between a retail planning shop and a fiduciary for multi-generational legacy capital — a niche common among Midwestern RIAs but one that concentrates legal and tax complexity more than mass-affluent planning alone.

## Sectors

- Wealth Management
- Financial Planning
- Private Client

## Questions

### What investment strategies does LFN Advisors employ?

LFN provides portfolio management, financial planning, and asset management services. The firm's specific investment approach — including asset allocation, manager selection, or direct investing practices — has not been publicly detailed. No known fund commitments or direct deals have been reported.

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Last updated: 2026-08-11T02:43:31.692Z

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