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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-08-2004
- Office Locations
- 1
Office Locations
About Legacy Investment Partners, LLC
Legacy Investment Partners LLC is an independent RIA in Overland Park, KS providing investment management and a defined-but-flexible planning process focused on wealth distribution and multigenerational legacy planning for individuals and families. Portfolios make significant use of ETFs alongside cash, public funds and municipal/investment-grade bonds, and accounts are custodied at Schwab and Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Owner & Executives
DAVID LAWRENCE BAKER
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #2992141
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRENDA ELIZABETH BLACK
Managing Partner
- CRD
- #2550558
DAVID W. GOEGLEIN
Financial Analyst
- CRD
- #5811363
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $393,982,670 | $1,094,396 |
| Non-Discretionary | $9,133,738 | $166,068 |
| Total | $403,116,408 | $971,365 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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