MY LEGACY ADVISORS, LLC
CRD #290675 SEC #801-112049 BEND, OR 541-330-0220
SEC Registered
Total AUM
$333.1M
Discretionary
$333.1M
Employees
10
Clients
251
Accounts
332
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 21, 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 |
|---|---|---|---|---|
| DeRosa, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DeRosa, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | NA | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | NA | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | NA | Control |
| KRAMER, KENNETH, JOHN | I | MANAGING MEMBER | NA | Control |
| KRAMER, KENNETH, JOHN | I | MANAGING MEMBER | NA | Control |
| KRAMER, KENNETH, JOHN | I | MANAGING MEMBER | NA | Control |
| KRAMER, KENNETH, JOHN | I | MANAGING MEMBER | NA | Control |
| KRAMER, KENNETH, JOHN | I | MANAGING MEMBER | NA | Control |
| KRAMER, KENNETH, JOHN | I | MANAGING MEMBER | NA | Control |
| KRAMER, KENNETH, JOHN | I | MANAGING MEMBER | NA | Control |
| KRAMER, KENNETH, JOHN | I | MANAGING MEMBER | NA | Control |
| Laimbeer, Ian, PATRICK | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Laimbeer, Ian, PATRICK | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MUNKEBY, ERIC, JON | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| MUNKEBY, ERIC, JON | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| MUNKEBY, ERIC, JON | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| MUNKEBY, ERIC, JON | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| MUNKEBY, ERIC, JON | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| MUNKEBY, ERIC, JON | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| MUNKEBY, ERIC, JON | I | MEMBER | NA | Control |
| MUNKEBY, ERIC, JON | I | MEMBER | NA | Control |
| STASKAL, CAMBRIANNE | I | OFFICER | NA | |
| STASKAL, CAMBRIANNE | I | OFFICER | NA | |
| STASKAL, CAMBRIANNE | I | OFFICER | NA | |
| STASKAL, CAMBRIANNE | I | OFFICER | NA | |
| STASKAL, CAMBRIANNE | I | OFFICER | NA | |
| STASKAL, CAMBRIANNE | I | OFFICER | NA | |
| STASKAL, CAMBRIANNE | I | OFFICER | NA | |
| STASKAL, CAMBRIANNE | I | OFFICER | NA | |
| STASKAL, CAMBRIANNE | I | OFFICER | NA | |
| STASKAL, CAMBRIANNE | I | OFFICER | NA | |
| STASKAL, CAMBRIANNE | I | OFFICER | NA | |
| STASKAL, CAMBRIANNE | I | OFFICER | NA | |
| STASKAL, CAMBRIANNE | I | OFFICER | NA | |
| STASKAL, CAMBRIANNE | I | OFFICER | NA | |
| STASKAL, CAMBRIANNE | I | OFFICER | NA | |
| STASKAL, CAMBRIANNE | I | OFFICER | NA | |
| STASKAL, CAMBRIANNE | I | MEMBER | NA | |
| STASKAL, CAMBRIANNE | I | OFFICER | NA | |
| STASKAL, CAMBRIANNE | I | OFFICER | NA | |
| STASKAL, CAMBRIANNE | I | OFFICER | NA | |
| STASKAL, CAMBRIANNE | I | MEMBER | NA | |
| STASKAL, CAMBRIANNE | I | MEMBER | NA | |
| STASKAL, CAMBRIANNE | I | MEMBER | NA | |
| STASKAL, CAMBRIANNE | I | MEMBER | NA | |
| STASKAL, CHAD, EVERETT | I | MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MANAGING MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MANAGING MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MANAGING MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MANAGING MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MANAGING MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MANAGING MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MANAGING MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MANAGING MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MANAGING MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MANAGING MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MANAGING MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MANAGING MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MANAGING MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MANAGING MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MANAGING MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MANAGING MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MANAGING MEMBER | NA | Control |
| STASKAL, CHAD, EVERETT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | D | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | D | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | D | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | D | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | D | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | D | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | D | Control |
| EAGLE WEALTH MANAGEMENT, INC. | DE | OWNER | D | Control |
| MUNKEBY FINANCIAL, INC. | DE | OWNER | D | Control |
| MUNKEBY FINANCIAL, INC. | DE | OWNER | D | Control |
| MUNKEBY FINANCIAL, INC. | DE | OWNER | D | Control |
| MUNKEBY FINANCIAL, INC. | DE | OWNER | D | Control |
| MUNKEBY FINANCIAL, INC. | DE | OWNER | D | Control |
| MUNKEBY FINANCIAL, INC. | DE | OWNER | D | Control |
| MUNKEBY FINANCIAL, INC. | DE | OWNER | D | Control |
| MUNKEBY FINANCIAL, INC. | DE | OWNER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KRAMER, KENNETH, JOHN | I | MUNKEBY FINANCIAL, INC. | D | Control |
| KRAMER, KENNETH, JOHN | I | MUNKEBY FINANCIAL, INC. | D | Control |
| KRAMER, KENNETH, JOHN | I | MUNKEBY FINANCIAL, INC. | D | Control |
| KRAMER, KENNETH, JOHN | I | MUNKEBY FINANCIAL, INC. | D | Control |
| KRAMER, KENNETH, JOHN | I | MUNKEBY FINANCIAL, INC. | D | Control |
| KRAMER, KENNETH, JOHN | I | MUNKEBY FINANCIAL, INC. | D | Control |
| MUNKEBY, ERIC, JON | I | MUNKEBY FINANCIAL, INC. | D | Control |
| MUNKEBY, ERIC, JON | I | MUNKEBY FINANCIAL, INC. | D | Control |
| MUNKEBY, ERIC, JON | I | MUNKEBY FINANCIAL, INC. | D | Control |
| MUNKEBY, ERIC, JON | I | MUNKEBY FINANCIAL, INC. | D | Control |
| MUNKEBY, ERIC, JON | I | MUNKEBY FINANCIAL, INC. | D | Control |
| MUNKEBY, ERIC, JON | I | MUNKEBY FINANCIAL, INC. | D | Control |
| STASKAL, CAMBRIANNE | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CAMBRIANNE | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CAMBRIANNE | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CAMBRIANNE | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CAMBRIANNE | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CAMBRIANNE | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CAMBRIANNE | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CAMBRIANNE | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CAMBRIANNE | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CAMBRIANNE | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CAMBRIANNE | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CAMBRIANNE | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CAMBRIANNE | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CHAD, EVERETT | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CHAD, EVERETT | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CHAD, EVERETT | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CHAD, EVERETT | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CHAD, EVERETT | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CHAD, EVERETT | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CHAD, EVERETT | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CHAD, EVERETT | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CHAD, EVERETT | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CHAD, EVERETT | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CHAD, EVERETT | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CHAD, EVERETT | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CHAD, EVERETT | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CHAD, EVERETT | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CHAD, EVERETT | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CHAD, EVERETT | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CHAD, EVERETT | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CHAD, EVERETT | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CHAD, EVERETT | I | EAGLE WEALTH MANAGEMENT, INC. | D | Control |
| STASKAL, CAMBRIANNE | I | EAGLE WEALTH MANAGEMENT, INC. | C | Control |
| STASKAL, CAMBRIANNE | I | EAGLE WEALTH MANAGEMENT, INC. | C | Control |
| STASKAL, CAMBRIANNE | I | EAGLE WEALTH MANAGEMENT, INC. | C | Control |
| STASKAL, CAMBRIANNE | I | EAGLE WEALTH MANAGEMENT, INC. | C | Control |
| STASKAL, CAMBRIANNE | I | EAGLE WEALTH MANAGEMENT, INC. | C | Control |
| STASKAL, CAMBRIANNE | I | EAGLE WEALTH MANAGEMENT, INC. | C | Control |
Registrations
Federal
IA
Nov 21, 2025 REGISTERED
Notice Filings (8)
CA FL HI MN OR TX WA WI
Address
35 NW HAWTHORNE AVEBEND, OR 97703
United States
Phone: 541-330-0220