LEGACY FINANCIAL ADVISORS CORPORATION

3500 American Blvd West
Suite 675
Bloomington, Minnesota 55431
Tel: 952-893-5555

About LEGACY FINANCIAL ADVISORS CORPORATION

LEGACY FINANCIAL ADVISORS CORPORATION, formally registered with the SEC as LEGACY FINANCIAL ADVISORS CORPORATION. The firm was established in 05/05/2003. They have over 1 offices throughout the country.

LEGACY FINANCIAL ADVISORS CORPORATION is a Bloomington, Minnesota based Financial Planning firm with nearly $285,636,318 assets under management, offering retirement planning & investment advisory services to 903 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115384
SEC#	801-62026
Assets Managed by Firm	$285,636,318
No. of Clients	903
No. of Advisors	6

Fee Structure

A percentage of AUM
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (INSURANCE)

Firm Client Information

	No. of Clients	AUM
Firm Total	903	$285,636,318
Individuals (other than high net worth individuals)	143	$50,016,112
High net worth individuals	82	$231,622,910
Corporations or other businesses	Fewer than 5 clients	$3,997,296

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