LEGACY PLANNING & ASSOCIATES, INC.

CRD #156537 SEC #801-123248 GRAND RAPIDS, MI 616-719-2930

SEC Registered Disclosures

Total AUM

$112.3M

Discretionary

$95.5M

Employees

Clients

Accounts

132

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Corporation
State of Formation: Michigan
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 22, 2023
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
WOOD, CAROL	I	TRUSTEE	NA
WOOD, CAROL, SUE	I	TRUSTEE	NA
WOOD, CAROL, SUE	I	TRUSTEE	NA
WOOD, CAROL, SUE	I	TRUSTEE	NA
WOOD, CAROL, SUE	I	TRUSTEE	NA
WOOD, MICHAEL, LEE	I	PRESIDENT	NA	Control
WOOD, MICHAEL, LEE	I	PRESIDENT & TRUSTEE	NA	Control
WOOD, MICHAEL, LEE	I	PRESIDENT & TRUSTEE	NA	Control
WOOD, MICHAEL, LEE	I	PRESIDENT, TRUSTEE, CCO	NA	Control
WOOD, MICHAEL, LEE	I	PRESIDENT, TRUSTEE, CCO	NA	Control
WOOD, MICHAEL, LEE	I	PRESIDENT & TRUSTEE	NA	Control
MICHAEL WOOD AND CAROL WOOD CHARITABLE TRUST	DE	SHAREHOLDER	E	Control
MICHAEL WOOD AND CAROL WOOD CHARITABLE TRUST	DE	SHAREHOLDER	E	Control
MICHAEL WOOD AND CAROL WOOD CHARITABLE TRUST	DE	SHAREHOLDER	E	Control
MICHAEL WOOD AND CAROL WOOD CHARITABLE TRUST	DE	SHAREHOLDER	E	Control
MICHAEL WOOD AND CAROL WOOD CHARITABLE TRUST	DE	SHAREHOLDER	E	Control
MICHAEL WOOD AND CAROL WOOD CHARITABLE TRUST	DE	SHAREHOLDER	E	Control
WOOD, MICHAEL, LEE	I	OWNER / CCO	E	Control
WOOD, MICHAEL, LEE	I	OWNER / CCO	E	Control
WOOD, MICHAEL, LEE	I	OWNER / CCO	E	Control
WOOD, MICHAEL, LEE	I	OWNER / CCO	E	Control
WOOD, MICHAEL, LEE	I	OWNER	E	Control
WOOD, MICHAEL, LEE	I	OWNER	E	Control
WOOD, MICHAEL, LEE	I	OWNER	E	Control
COOK, MICHAEL, RANDOLPH	I	IAR & SHAREHOLDER	B
COOK, MICHAEL, RANDOLPH	I	IAR & SHAREHOLDER	B
COOK, MICHAEL, RANDOLPH	I	IAR & SHAREHOLDER	B
COOK, MICHAEL, RANDOLPH	I	IAR & SHAREHOLDER	B
COOK, MICHAEL, RANDOLPH	I	IAR, SHAREHOLDER & CCO	B
COOK, MICHAEL, RANDOLPH	I	IAR, SHAREHOLDER & CCO	B
COOK, MICHAEL, RANDOLPH	I	IAR, SHAREHOLDER & CCO	B
COOK, MICHAEL, RANDOLPH	I	IAR, SHAREHOLDER & CCO	B
COOK, MICHAEL, RANDOLPH	I	IAR, SHAREHOLDER & CCO	B
COOK, MICHAEL, RANDOLPH	I	IAR, SHAREHOLDER & CCO	B
COOK, MICHAEL, RANDOLPH	I	SHAREHOLDER	B
COOK, MICHAEL, RANDOLPH	I	IAR, SHAREHOLDER & CCO	B
Burgess, Elizabeth, Anne	I	IAR & SHAREHOLDER	A
Burgess, Elizabeth, Anne	I	IAR & SHAREHOLDER	A
Burgess, Elizabeth, Anne	I	IAR & SHAREHOLDER	A
Burgess, Elizabeth, Anne	I	IAR & SHAREHOLDER	A
Burgess, Elizabeth, Anne	I	IAR & SHAREHOLDER	A
Burgess, Elizabeth, Anne	I	IAR & SHAREHOLDER	A
Burgess, Elizabeth, Anne	I	IAR & SHAREHOLDER	A
Burgess, Elizabeth, Anne	I	IAR & SHAREHOLDER	A
Burgess, Elizabeth, Anne	I	IAR & SHAREHOLDER	A
Burgess, Elizabeth, Anne	I	IAR & SHAREHOLDER	A
Burgess, Elizabeth, Anne	I	SHAREHOLDER	A
Burgess, Elizabeth, Anne	I	IAR & SHAREHOLDER	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
MICHAEL WOOD AND CAROL WOOD CHARITABLE TRUST	DE	MICHAEL WOOD AND CAROL WOOD CHARITABLE TRUST	F
WOOD, CAROL	I	MICHAEL WOOD AND CAROL WOOD CHARITABLE TRUST	F
WOOD, CAROL	I	MICHAEL WOOD AND CAROL WOOD CHARITABLE TRUST	F
WOOD, MICHAEL, LEE	I	MICHAEL WOOD AND CAROL WOOD CHARITABLE TRUST	F	Control
WOOD, MICHAEL, LEE	I	MICHAEL WOOD AND CAROL WOOD CHARITABLE TRUST	F	Control

Registrations

Federal

Mar 22, 2023 REGISTERED

Notice Filings (2)

MI TX

Address

2851 CHARLEVOIX DR, SE
STE. 314
GRAND RAPIDS, MI 49546
United States

Phone: 616-719-2930