RIA Intelligence

LEGACY FINANCIAL GROUP, LLC

Legal name: LEGACY FINANCIAL GROUP

CRD #154927 SEC #801-79803 DES MOINES, IA 515-255-3306
SEC Registered
Total AUM
$840.4M
Discretionary
$839.1M
Employees
18
Clients
101
Accounts
3,763

Firm Details

Organization Type
Limited Liability Company
State of Formation
Iowa
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 22, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Arnburg, Scott, RICHIEF COMPLIANCE OFFICERNA Control
Arnburg, Scott, RICHIEF COMPLIANCE OFFICERNA Control
Arnburg, Scott, RICHIEF COMPLIANCE OFFICERNA Control
Arnburg, Scott, RICHIEF COMPLIANCE OFFICERNA Control
Arnburg, Scott, RICHIEF COMPLIANCE OFFICERNA Control
Arnburg, Scott, RICHIEF COMPLIANCE OFFICERNA Control
Arnburg, Scott, RICHIEF COMPLIANCE OFFICERNA Control
Arnburg, Scott, RICHIEF COMPLIANCE OFFICERNA Control
CLINES, MELISSA, JOICHIEF OPERATING OFFICERNA
CLINES, MELISSA, JOICHIEF OPERATING OFFICERNA
CLINES, MELISSA, JOICHIEF OPERATING OFFICERNA
CLINES, MELISSA, JOICHIEF OPERATING OFFICERNA
CLINES, MELISSA, JOICHIEF OPERATING OFFICERNA
CLINES, MELISSA, JOICHIEF OPERATING OFFICERNA
CLINES, MELISSA, JOICHIEF OPERATING OFFICERNA
CLINES, MELISSA, JOICHIEF OPERATING OFFICERNA
CLINES, MELISSA, JOICHIEF OPERATING OFFICERNA
CLINES, MELISSA, JOICHIEF OPERATING OFFICERNA
CLINES, MELISSA, JOICHIEF OPERATING OFFICERNA
CLINES, MELISSA, JOICHIEF OPERATING OFFICERNA
CLINES, MELISSA, JOICHIEF OPERATING OFFICERNA
CLINES, MELISSA, JOICHIEF OPERATING OFFICERNA
MCCARTHY, MICHELLE, ANNEICHIEF COMPLIANCE OFFICERNA
PITCHER, MARY, DOTTERERICHIEF COMPLIANCE OFFICERNA Control
PITCHER, MARY, DOTTERERICHIEF COMPLIANCE OFFICERNA Control
PITCHER, MARY, DOTTERERICHIEF COMPLIANCE OFFICERNA Control
PITCHER, MARY, DOTTERERICHIEF COMPLIANCE OFFICERNA Control
PITCHER, MARY, DOTTERERICHIEF COMPLIANCE OFFICERNA Control
PITCHER, MARY, DOTTERERICHIEF COMPLIANCE OFFICERNA Control
PITCHER, MARY, DOTTERERICHIEF COMPLIANCE OFFICERNA Control
PITCHER, MARY, DOTTERERICHIEF COMPLIANCE OFFICERNA Control
PITCHER, MARY, DOTTERERICHIEF COMPLIANCE OFFICERNA Control
PITCHER, MARY, DOTTERERICHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
TERRY, CHAD, WESLEYICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
WOOD, RACHEL, ELAINEIPART OWNERNA
WOOD, RACHEL, ELAINEIPART OWNERNA
WOOD, RACHEL, ELAINEIPART OWNERNA
WOOD, RACHEL, ELAINEIPART OWNERNA
WOOD, RACHEL, ELAINEIPART OWNERNA
WOOD, RACHEL, ELAINEIPART OWNERNA
WOOD, RACHEL, ELAINEIPART OWNERNA
WOOD, RACHEL, ELAINEIPART OWNERNA
WOOD, RACHEL, ELAINEIPART OWNERNA
HOOD, BRIAN, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
HOOD, BRIAN, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
HOOD, BRIAN, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
HOOD, BRIAN, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
HOOD, BRIAN, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
HOOD, BRIAN, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
HOOD, BRIAN, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
HOOD, BRIAN, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
HOOD, BRIAN, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
HOOD, BRIAN, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
HOOD, BRIAN, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
HOOD, BRIAN, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
HOOD, BRIAN, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
HOOD, BRIAN, JOSEPHIMANAGING MEMBERE Control
HOOD, BRIAN, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
HOOD, BRIAN, JOSEPHIMANAGING MEMBERE Control
HOOD, BRIAN, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
HOOD, BRIAN, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
HOOD, BRIAN, JOSEPHIMANAGING MEMBERE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control
SPECTRUM WEALTH ADVISORS, INC.DEHOLDING COMPANYE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.D Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.C Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.C Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.C Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.C Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.C Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.C Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.C Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.C Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.C Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.C Control
ELSON, WILLIAM, BEMISISPECTRUM WEALTH ADVISORS, INC.C Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.C Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.C Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.C Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.C Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.C Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.C Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.C Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.C Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.C Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.C Control
HOOD, BRIAN, JOSEPHISPECTRUM WEALTH ADVISORS, INC.C Control

Registrations

Federal

IA
Oct 22, 2025 REGISTERED

Notice Filings (21)

AZ CA CO FL HI IA IL IN KS LA MN MO NC NE NH NY OR TX VA WA WI

Address

6000 GRAND AVENUE
SUITE B
DES MOINES, IA 50312
United States
Phone: 515-255-3306