LEGACY FINANCIAL STRATEGIES, LLC
CRD #149507 SEC #801-100471 OVERLAND PARK, KS 913-403-0600
SEC Registered
Total AUM
$162M
Discretionary
$133.2M
Employees
11
Clients
101
Accounts
1,159
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LUTZ, MICHAEL, WAYNE | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| NEUKIRCH, NICHOLAS, SEAN | I | INVESTMENT ADVISOR REPRESENTIVE | NA | |
| NEUKIRCH, NICHOLAS, SEAN | I | INVESTMENT ADVISOR REPRESENTIVE | NA | |
| NEUKIRCH, NICHOLAS, SEAN | I | INVESTMENT ADVISOR REPRESENTIVE | NA | |
| PLEVIAK, ANNE, JENELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PLEVIAK, ANNE, JENELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LUTZ, MICHAEL, WAYNE | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MANAGING MEMBER | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MANAGING MEMBER | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| LUTZ, MICHAEL, WAYNE | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| LUTZ, MICHAEL, WAYNE | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| LUTZ, MICHAEL, WAYNE | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| LUTZ, MICHAEL, WAYNE | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| LUTZ, MICHAEL, WAYNE | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| LUTZ, MICHAEL, WAYNE | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| RONALD D. LUTZ, TRUSTEE FOR THE MICHAEL W. LUTZ IRREVOCABLE SPENDTHRIFT TRUST | DE | TRUST | E | Control |
| RONALD D. LUTZ, TRUSTEE FOR THE MICHAEL W. LUTZ IRREVOCABLE SPENDTHRIFT TRUST | DE | TRUST | E | Control |
| RONALD D. LUTZ, TRUSTEE FOR THE MICHAEL W. LUTZ IRREVOCABLE SPENDTHRIFT TRUST | DE | TRUST | E | Control |
| RONALD D. LUTZ, TRUSTEE FOR THE MICHAEL W. LUTZ IRREVOCABLE SPENDTHRIFT TRUST | DE | TRUST | E | Control |
| RONALD D. LUTZ, TRUSTEE FOR THE MICHAEL W. LUTZ IRREVOCABLE SPENDTHRIFT TRUST | DE | TRUST | E | Control |
| RONALD D. LUTZ, TRUSTEE FOR THE MICHAEL W. LUTZ IRREVOCABLE SPENDTHRIFT TRUST | DE | TRUST | E | Control |
| RONALD D. LUTZ, TRUSTEE FOR THE MICHAEL W. LUTZ IRREVOCABLE SPENDTHRIFT TRUST | DE | TRUST | E | Control |
| RONALD D. LUTZ, TRUSTEE FOR THE MICHAEL W. LUTZ IRREVOCABLE SPENDTHRIFT TRUST | DE | TRUST | E | Control |
| RONALD D. LUTZ, TRUSTEE FOR THE MICHAEL W. LUTZ IRREVOCABLE SPENDTHRIFT TRUST | DE | TRUST | E | Control |
| VOSBURGH, GRETCHEN, CATHLEEN | I | CHIEF OPERATING OFFICER | B | |
| VOSBURGH, GRETCHEN, CATHLEEN | I | CHIEF OPERATING OFFICER | B | |
| VOSBURGH, GRETCHEN, CATHLEEN | I | CHIEF OPERATING OFFICER | B | |
| VOSBURGH, GRETCHEN, CATHLEEN | I | CHIEF OPERATING OFFICER | B | |
| VOSBURGH, GRETCHEN, CATHLEEN | I | CHIEF OPERATING OFFICER | B | |
| VOSBURGH, GRETCHEN, CATHLEEN | I | CHIEF COMPLIANCE OFFICER | B | |
| VOSBURGH, GRETCHEN, CATHLEEN | I | CHIEF COMPLIANCE OFFICER | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, INVESTMENT ADVISOR REPRESENTATIVE | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, INVESTMENT ADVISOR REPRESENTATIVE | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, INVESTMENT ADVISOR REPRESENTATIVE | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, INVESTMENT ADVISOR REPRESENTATIVE | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, INVESTMENT ADVISOR REPRESENTATIVE | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, INVESTMENT ADVISOR REPRESENTATIVE | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, INVESTMENT ADVISOR REPRESENTATIVE | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | C | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | C | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | C | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | C | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | C | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | C | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | C | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | C | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | C | Control |
Registrations
Federal
IA
Mar 28, 2016 REGISTERED
Notice Filings (8)
AZ FL KS MO NE NJ NY TX
Address
4060 INDIAN CREEK PARKWAYOVERLAND PARK, KS 66207
United States
Phone: 913-403-0600