$1.0B Total AUM
$995.6M Disc. AUM
10.4% 3Y CAGR
18 Employees
1,452 ADV. Clients
15 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2010
- Office Locations
- 1
Office Locations
6000 Grand Avenue Suite B DES Moines IA
About Legacy Financial Group
Legacy Financial Group is an independent wealth management firm in Des Moines serving individuals and families with a financial-wellness approach. The team provides comprehensive planning and portfolio management across investments, retirement, risk, estate, and tax considerations, using vehicles such as ETFs and mutual funds. Notable for 100+ years of combined experience and a high-touch, team-based model.
Team overview
52 AVG AGE
$91.6M AVG AUM / ADVISOR
$693.9K AVG AUM / CLIENT
7.4 yrs AVG TENURE
18 Employees
11 Advisory Reps
8 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Scott R Arnburg
Financial Advisor, PARTNER ADVISOR
- CRD
- #5443467
- Ownership
- Less than 5%
Available
Available
Available
WILLIAM BEMIS ELSON
PARTNER ADVISOR
- CRD
- #1808374
- Ownership
- Less than 5%
Available
Available
Available
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E
Erik Blase
--
- CRD
- #7573632
Available
Available
Available
Anthony Gensler
--
- CRD
- #7669488
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $995,643,097 | $243,911 |
| Non-Discretionary | $11,930,263 | $186,410 |
| Total | $1,007,573,360 | $243,023 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Derivatives:
Available Equity - OTC:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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