LEGACY FINANCIAL ADVISORS CORPORATION
CRD #115384 SEC #801-62026 BLOOMINGTON, MN 952-893-5555
SEC Registered
Total AUM
$285.6M
Discretionary
$281.4M
Employees
6
Clients
0
Accounts
903
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BIERMANN, LAURA, ANNE | I | VICE PRESIDENT | NA | |
| BIERMANN, LAURA, ANNE | I | VICE PRESIDENT | NA | |
| Biermann, Laura, Anne | I | VICE PRESIDENT | NA | |
| MENZEL, THOMAS, LEE | I | PRESIDENT | E | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT | E | Control |
| MENZEL, THOMAS, LEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT | E | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT | E | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT | E | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT | D | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT | D | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT | D | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT | D | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT | D | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT | D | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT | D | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT | D | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| MENZEL, THOMAS, LEE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BIERMANN, LAURA, ANNE | I | VICE PRESIDENT | C | |
| BIERMANN, LAURA, ANNE | I | VICE PRESIDENT | C | |
| BIERMANN, LAURA, ANNE | I | VICE PRESIDENT | C | |
| BIERMANN, LAURA, ANNE | I | VICE PRESIDENT | C | |
| BIERMANN, LAURA, ANNE | I | VICE PRESIDENT | C | |
| JACOBSON, SHAWN, JAY | I | V.P., CHIEF COMPLIANCE OFFICER | C | |
| JACOBSON, SHAWN, JAY | I | V.P., CHIEF COMPLIANCE OFFICER | C | |
| JACOBSON, SHAWN, JAY | I | V.P., CHIEF COMPLIANCE OFFICER | C | |
| JACOBSON, SHAWN, JAY | I | V.P., CHIEF COMPLIANCE OFFICER | C | |
| JACOBSON, SHAWN, JAY | I | V.P., CHIEF COMPLIANCE OFFICER | C | |
| JACOBSON, SHAWN, JAY | I | V.P., CHIEF COMPLIANCE OFFICER | C | |
| JACOBSON, SHAWN, JAY | I | V.P., CHIEF COMPLIANCE OFFICER | C | Control |
| JACOBSON, SHAWN, JAY | I | V.P., CHIEF COMPLIANCE OFFICER | C | Control |
| BIERMANN, LAURA, ANNE | I | VICE PRESIDENT | B | |
| BIERMANN, LAURA, ANNE | I | VICE PRESIDENT | B | |
| BIERMANN, LAURA, ANNE | I | VICE PRESIDENT | B | |
| BIERMANN, LAURA, ANNE | I | VICE PRESIDENT | B | |
| JACOBSON, SHAWN, JAY | I | V.P., CHIEF COMPLIANCE OFFICER | B | |
| JACOBSON, SHAWN, JAY | I | V.P., CHIEF COMPLIANCE OFFICER | B | |
| JACOBSON, SHAWN, JAY | I | V.P., CHIEF COMPLIANCE OFFICER | B | |
| JACOBSON, SHAWN, JAY | I | VICE PRESIDENT FINANCIAL PLANNING | A |
Registrations
Federal
IA
Apr 23, 2025 REGISTERED
Notice Filings (5)
FL IL MN TX WI
Address
3500 AMERICAN BLVD WESTSUITE 675
BLOOMINGTON, MN 55431
United States
Phone: 952-893-5555