CRD: 140514
Legacy Financial Services Group, Inc.
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- Custodian
- Altruist · Pershing · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2006
- Office Locations
- 2
Office Locations
About Legacy Financial Services Group, Inc.
Legacy Financial Services Group is a Traverse City, MI-based wealth management firm serving clients nationwide. The team emphasizes thorough financial planning and disciplined investment management, acting as a clients’ “CFO” with ongoing guidance and continuous follow-up. Investment implementation includes ETFs and mutual funds, with custody support including Altruist.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DEREK EDWARD WEEKS
Chief Executive Officer, Founder, President
- CRD
- --
- Ownership
- 75% or more
CAROLYN MARIE WEEKS
Chief Compliance Officer, Chief Financial Officer
- CRD
- #4699981
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KELLY LYNN KAZMIERSKI
Financial Advisor
- CRD
- #4824852
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,816,278 | $344,023 |
| Non-Discretionary | $0 | -- |
| Total | $122,816,278 | $344,023 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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