LEGACY FINANCIAL STRATEGIES, LLC
CRD #283553 SEC #801-107930 OVERLAND PARK, KS 913-403-0600
SEC Registered
Total AUM
$806.1M
Discretionary
$800.6M
Employees
16
Clients
251
Accounts
2,014
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 4, 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 |
|---|---|---|---|---|
| BOSCHERT, BETHANY, MARAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOSCHERT, BETHANY, MARAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOSCHERT, BETHANY, MARAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOSCHERT, BETHANY, MARAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOSCHERT, BETHANY, MARAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOSCHERT, BETHANY, MARAE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Busche, Bethany, Marae | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARDMAN, HEATHER, N | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HRABE, JEFFREY, DEAN | I | MINORITY OWNER/PRINCIPAL | NA | |
| HRABE, JEFFREY, DEAN | I | MINORITY OWNER/PRINCIPAL | NA | |
| HRABE, JEFFREY, DEAN | I | MINORITY OWNER/PRINCIPAL | NA | |
| HRABE, JEFFREY, DEAN | I | MINORITY OWNER/PRINCIPAL | NA | |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | CEO, MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | MANAGING MEMBER | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | MANAGING MEMBER / PRINCIPAL | NA | Control |
| LUTZ, MICHAEL, WAYNE | I | MANAGING MEMBER | NA | Control |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | NA | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | NA | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | NA | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | NA | |
| Lutz, Ronald, D | I | MINORITY OWNER / NON-EMPLOYEE | NA | |
| Lutz, Ronald, D | I | MINORITY OWNER / NON-EMPLOYEE | NA | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | NA | |
| NEUKIRCH, NICHOLAS, SEAN | I | PRINCIPAL, IAR | NA | |
| NEUKIRCH, NICHOLAS, SEAN | I | PRINCIPAL, IAR | NA | |
| NEUKIRCH, NICHOLAS, SEAN | I | PRINCIPAL, IAR | NA | |
| NEUKIRCH, NICHOLAS, SEAN | I | PRINCIPAL, IAR | NA | |
| Nafziger, Joseph, Kenneth | I | MINORITY OWNER/PRINCIPAL | NA | |
| Nafziger, Joseph, Kenneth | I | MINORITY OWNER/PRINCIPAL | NA | |
| Nafziger, Joseph, Kenneth | I | MINORITY OWNER/PRINCIPAL | NA | |
| Nafziger, Joseph, Kenneth | I | MINORITY OWNER/PRINCIPAL | NA | |
| PROCTOR, CHRISTOPHER, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| ROGERS, ANDREW, DAVID | I | MINORITY OWNER / PRINCIPAL | NA | |
| ROGERS, ANDREW, DAVID | I | MINORITY OWNER / PRINCIPAL | NA | |
| 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 |
| 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 |
| 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 | D | Control |
| RONALD D. LUTZ, TRUSTEE FOR THE MICHAEL W. LUTZ IRREVOCABLE SPENDTHRIFT TRUST | DE | TRUST | D | Control |
| RONALD D. LUTZ, TRUSTEE FOR THE MICHAEL W. LUTZ IRREVOCABLE SPENDTHRIFT TRUST | DE | TRUST | D | Control |
| RONALD D. LUTZ, TRUSTEE FOR THE MICHAEL W. LUTZ IRREVOCABLE SPENDTHRIFT TRUST | DE | TRUST | D | Control |
| RONALD D. LUTZ, TRUSTEE FOR THE MICHAEL W. LUTZ IRREVOCABLE SPENDTHRIFT TRUST | DE | TRUST | D | Control |
| RONALD D. LUTZ, TRUSTEE FOR THE MICHAEL W. LUTZ IRREVOCABLE SPENDTHRIFT TRUST | DE | TRUST | D | Control |
| RONALD D. LUTZ, TRUSTEE FOR THE MICHAEL W. LUTZ IRREVOCABLE SPENDTHRIFT TRUST | DE | TRUST | D | Control |
| WREN, MICHAEL, VOORHEES | I | CONTROLLING OWNER / CEO / PRINCIPAL / IAR | C | |
| WREN, MICHAEL, VOORHEES | I | CONTROLLING OWNER / CEO / PRINCIPAL / IAR | C | |
| WREN, MICHAEL, VOORHEES | I | CONTROLLING OWNER / CEO / PRINCIPAL / IAR | C | |
| WREN, MICHAEL, VOORHEES | I | CONTROLLING OWNER / CEO / PRINCIPAL / IAR | C | |
| WREN, MICHAEL, VOORHEES | I | CONTROLLING OWNER / CEO / PRINCIPAL / IAR | C | Control |
| WREN, MICHAEL, VOORHEES | I | CONTROLLING OWNER / CEO / PRINCIPAL / IAR | C | Control |
| WREN, MICHAEL, VOORHEES | I | CONTROLLING OWNER / CEO / PRINCIPAL / IAR | C | Control |
| WREN, MICHAEL, VOORHEES | I | CONTROLLING OWNER / CEO / PRINCIPAL / IAR | C | Control |
| WREN, MICHAEL, VOORHEES | I | CONTROLLING OWNER / CEO / PRINCIPAL / IAR | C | Control |
| WREN, MICHAEL, VOORHEES | I | CONTROLLING OWNER / CEO / PRINCIPAL / IAR | C | Control |
| WREN, MICHAEL, VOORHEES | I | CONTROLLING OWNER / CEO / PRINCIPAL / IAR | C | Control |
| WREN, MICHAEL, VOORHEES | I | CONTROLLING OWNER / CEO / PRINCIPAL / IAR | C | Control |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER / PRINCIPAL | B | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER / PRINCIPAL | B | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER / PRINCIPAL | B | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER / PRINCIPAL | B | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER / PRINCIPAL | B | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER / PRINCIPAL | B | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER / PRINCIPAL | B | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER / PRINCIPAL | B | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER / PRINCIPAL | B | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER / PRINCIPAL | B | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER / PRINCIPAL | B | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER / PRINCIPAL | B | |
| PROCTOR, CHRISTOPHER, DAVID | I | MINORITY OWNER / PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | B | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | MINORITY OWNER / PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | B | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | MINORITY OWNER / PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | B | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | MINORITY OWNER / PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | B | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | MINORITY OWNER / PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | B | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | MINORITY OWNER / PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | B | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | MINORITY OWNER / PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | B | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | MINORITY OWNER / PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | B | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | MINORITY OWNER / PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | B | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | MINORITY OWNER / PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | B | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | MINORITY OWNER / PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | B | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | MINORITY OWNER / PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | B | Control |
| VOSBURGH, GRETCHEN, CATHLEEN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | B | |
| VOSBURGH, GRETCHEN, CATHLEEN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | B | |
| VOSBURGH, GRETCHEN, CATHLEEN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | B | |
| VOSBURGH, GRETCHEN, CATHLEEN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | B | |
| VOSBURGH, GRETCHEN, CATHLEEN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | B | |
| VOSBURGH, GRETCHEN, CATHLEEN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | B | |
| VOSBURGH, GRETCHEN, CATHLEEN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | B | |
| VOSBURGH, GRETCHEN, CATHLEEN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | B | |
| VOSBURGH, GRETCHEN, CATHLEEN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | B | |
| VOSBURGH, GRETCHEN, CATHLEEN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | B | |
| VOSBURGH, GRETCHEN, CATHLEEN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | B | |
| VOSBURGH, GRETCHEN, CATHLEEN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | B | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER / PRINCIPAL | B | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER / PRINCIPAL | B | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER / PRINCIPAL | B | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER / PRINCIPAL | B | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER / PRINCIPAL | B | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER / PRINCIPAL | B | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER / PRINCIPAL | B | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER / PRINCIPAL | B | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER / PRINCIPAL | B | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER / PRINCIPAL | B | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER / PRINCIPAL | B | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER / PRINCIPAL | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | CEO, PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | CEO, PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | CEO, PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | CEO, PRINCIPAL, IAR | B | |
| WREN, MICHAEL, VOORHEES | I | MINORITY OWNER / CEO / PRINCIPAL / IAR | B | |
| WREN, MICHAEL, VOORHEES | I | MINORITY OWNER / CEO / PRINCIPAL / IAR | B | |
| WREN, MICHAEL, VOORHEES | I | CEO, PRINCIPAL, IAR | B | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER ; PRINCIPAL | A | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER ; PRINCIPAL | A | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER ; PRINCIPAL | A | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER ; PRINCIPAL | A | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER ; PRINCIPAL | A | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER ; PRINCIPAL | A | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER ; PRINCIPAL | A | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER ; PRINCIPAL | A | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER ; PRINCIPAL | A | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER ; PRINCIPAL | A | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER ; PRINCIPAL | A | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER / PRINCIPAL | A | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER / PRINCIPAL | A | |
| DWYER, DAVID, PATRICK | I | MINORITY OWNER ; PRINCIPAL | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| Lutz, Ronald, D | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| NEUKIRCH, NICHOLAS, SEAN | I | PRINCIPAL, IAR | A | |
| NEUKIRCH, NICHOLAS, SEAN | I | PRINCIPAL, IAR | A | |
| NEUKIRCH, NICHOLAS, SEAN | I | PRINCIPAL, IAR | A | |
| NEUKIRCH, NICHOLAS, SEAN | I | PRINCIPAL, IAR | A | |
| NEUKIRCH, NICHOLAS, SEAN | I | PRINCIPAL, IAR | A | |
| NEUKIRCH, NICHOLAS, SEAN | I | PRINCIPAL, IAR | A | |
| NEUKIRCH, NICHOLAS, SEAN | I | PRINCIPAL, IAR | A | |
| NEUKIRCH, NICHOLAS, SEAN | I | PRINCIPAL, IAR | A | |
| NEUKIRCH, NICHOLAS, SEAN | I | PRINCIPAL, IAR | A | |
| NEUKIRCH, NICHOLAS, SEAN | I | PRINCIPAL, IAR | A | |
| PROCTOR, CHRISTOPHER, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | A | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | A | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | A | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | A | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | MINORITY OWNER / CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | A | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | MINORITY OWNER / PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | A | Control |
| PROCTOR, CHRISTOPHER, DAVID | I | CHIEF FINANCIAL OFFICER / CHIEF INVESTMENT OFFICER | A | Control |
| ROGERS, ANDREW, DAVID | I | MINORITY OWNER / PRINCIPAL | A | |
| ROGERS, ANDREW, DAVID | I | MINORITY OWNER / PRINCIPAL | A | |
| ROGERS, ANDREW, DAVID | I | MINORITY OWNER / PRINCIPAL | A | |
| ROGERS, ANDREW, DAVID | I | MINORITY OWNER / PRINCIPAL | A | |
| ROGERS, ANDREW, DAVID | I | MINORITY OWNER / PRINCIPAL | A | |
| ROGERS, ANDREW, DAVID | I | MINORITY OWNER / PRINCIPAL | A | |
| ROGERS, ANDREW, DAVID | I | MINORITY OWNER / PRINCIPAL | A | |
| ROGERS, ANDREW, DAVID | I | MINORITY OWNER / PRINCIPAL | A | |
| ROGERS, ANDREW, DAVID | I | MINORITY OWNER / PRINCIPAL | A | |
| ROGERS, ANDREW, DAVID | I | MINORITY OWNER / PRINCIPAL | A | |
| VOSBURGH, GRETCHEN, CATHLEEN | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| VOSBURGH, GRETCHEN, CATHLEEN | I | MINORITY OWNER; NON-EMPLOYEE | A | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER ; PRINCIPAL | A | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER ; PRINCIPAL | A | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER ; PRINCIPAL | A | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER ; PRINCIPAL | A | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER ; PRINCIPAL | A | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER ; PRINCIPAL | A | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER ; PRINCIPAL | A | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER ; PRINCIPAL | A | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER ; PRINCIPAL | A | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER ; PRINCIPAL | A | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER ; PRINCIPAL | A | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER / PRINCIPAL | A | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER / PRINCIPAL | A | |
| WATTS, JACOB, ANDREW | I | MINORITY OWNER ; PRINCIPAL | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
| LUTZ, MICHAEL, WAYNE | I | MICHAEL W. LUTZ IRREVOCABLE TRUST | E | Control |
Registrations
Federal
IA
Mar 4, 2025 REGISTERED
Notice Filings (13)
AZ CA CO FL IA KS LA MO NE NH NJ NY TX
Address
5400 COLLLEGE BLVD.STE. A
OVERLAND PARK, KS 66211
United States
Phone: 913-403-0600