LEGACY INVESTMENT PARTNERS, LLC
CRD #133014 SEC #801-63567 OVERLAND PARK, KS 913-696-1550
SEC Registered
Total AUM
$317.2M
Discretionary
$307.4M
Employees
4
Clients
10
Accounts
374
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 31, 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 |
|---|---|---|---|---|
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER,CCO | NA | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER,CCO | NA | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER,CCO | NA | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER,CCO | NA | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER,CCO | NA | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER,CCO | NA | Control |
| GOEGLEIN, DAVID, W. | I | INVESTMENT ADVISOR | NA | |
| GOEGLEIN, DAVID, W. | I | INVESTMENT ADVISOR | NA | |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | E | Control |
| BAKER, DAVID, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | E | Control |
| BAKER, DAVID, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | D | Control |
| BAKER, DAVID, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | C | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | C | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | C | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | C | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | C | Control |
| BAKER, DAVID, LAWRENCE | I | MANAGING MEMBER | C | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| BLACK, BRENDA, ELIZABETH | I | MEMBER | C | Control |
| SOWDEN, PETER, J. | I | MANAGING MEMBER | C | Control |
| SOWDEN, PETER, J. | I | MANAGING MEMBER | C | Control |
| SOWDEN, PETER, J. | I | MANAGING MEMBER | C | Control |
| SOWDEN, PETER, J. | I | MANAGING MEMBER | C | Control |
| SOWDEN, PETER, J. | I | MANAGING MEMBER | C | Control |
| SOWDEN, PETER, J. | I | MANAGING MEMBER | C | Control |
| RASMUSSEN, STEVEN, TODD | I | MEMBER | B | |
| RASMUSSEN, STEVEN, TODD | I | MEMBER | B | |
| RASMUSSEN, STEVEN, TODD | I | MEMBER | B | |
| RASMUSSEN, STEVEN, TODD | I | MEMBER | B | |
| RASMUSSEN, STEVEN, TODD | I | MEMBER | B | |
| RASMUSSEN, STEVEN, TODD | I | MEMBER | B | |
| RASMUSSEN, STEVEN, TODD | I | MEMBER | B | |
| RASMUSSEN, STEVEN, TODD | I | MEMBER | B | |
| RASMUSSEN, STEVEN, TODD | I | MEMBER | B | |
| RASMUSSEN, STEVEN, TODD | I | MEMBER | B | |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| BLACK, BRENDA, ELIZABETH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Jan 31, 2025 REGISTERED
Notice Filings (8)
CO IL KS MO NC NE TX WA
Address
6240 WEST 135TH STREETSUITE 175
OVERLAND PARK, KS 66223
United States
Phone: 913-696-1550