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Thomas Legendre

Advisor at Empower Advisory Group

Updated today

Location

Cotter, AR

Credentials

Series 63, Series 66

Industry experience

5 years

About

Thomas Legendre is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Avantax Advisory Services and Avantax Insurance Agency. He has been involved with the Avoca Duck Club since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, offering integrated services linked to Empower’s recordkeeping and administrative platforms.

Client services

Based on Empower Advisory Group

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Empower Advisory Group

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

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Fee options

Fixed

One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment

Subscriptions

Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above

Location

Cotter, AR

Most active in

Arkansas

Work history

Empower Financial Services, inc

2024 - Present (2 years)

Empower Advisory Group

2024 - Present (2 years)

Enterprise Mobility

2024 - 2024 (1 year)

Avantax Advisory Services

2021 - 2024 (3 years)

Avantax Insurance Agency, LLC

2020 - 2024 (4 years)

CoSource Financial Group LLC

2020 - 2024 (4 years)

Avantax Investment Services, Inc.

2020 - 2024 (4 years)

Purshe Kaplan Sterling Investments

2020 - 2020 (1 year)

Thrivent Advisor Network D/B/A 49 Financial

2020 - 2020 (1 year)

The Cardiovascular Institute of the South

2019 - 2019 (1 year)

Callais Capital Management

2019 - 2019 (1 year)

Onshore Construction

2018 - 2018 (1 year)

Tri-State Environmental

2017 - 2017 (1 year)

Avoca Duck Club

2015 - 2024 (9 years)

Nicholls State university

2015 - 2020 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Scott S

Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

Scott Sherry is an advisor at The Sherry Group, Inc. in Mountain Home, Arkansas, with 21 years of industry experience. He has held roles at Osaic Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. in addition to his long tenure at The Sherry Group. Outside of his advisory work, he is also a licensed life insurance agent and performs farm labor activities. The Sherry Group, Inc. provides asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm emphasizes tailored asset allocation using a combination of fundamental, technical, and cyclical analysis, and offers discretionary portfolio management alongside access to third-party model portfolios and insurance products.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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H. Raymond S

ChFC®, Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

H. Raymond Sherry is a financial advisor with The Sherry Group, Inc. in Mountain Home, Arkansas, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including roles at Osaic Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Outside of advising, he manages a farm where he breeds and sells horses. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm utilizes a tailored asset allocation approach combining fundamental, technical, and cyclical analysis, offering discretionary portfolio management and access to third-party model portfolios and insurance and brokerage products.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Thomas C

CFP®, Series 63, Series 65

Mountain Home, AR

The Sherry Group, Inc.

Thomas Czanstkowski is a CFP® professional with 27 years of experience in financial advising. He has worked with The Sherry Group, Inc. since 2007 and previously held roles at Transamerica Financial Advisors and Signator Investors. He serves on the boards of several local nonprofit organizations, including the Mountain Home Bomber Boosters Foundation and Care Center Ministries. The Sherry Group, Inc. provides asset management and financial planning services to individuals, trusts, and retirement plans, managing approximately $130 million in client assets. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios and offers both discretionary and non-discretionary account management.

General retirement planning Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Anthony B

Series 66

Mountain Home, AR

Crews & Associates, inc.

Anthony Brainerd is a financial advisor at Crews & Associates, Inc. in Maumelle, Arkansas, with 19 years of industry experience. He holds a Series 66 designation and has been with Crews & Associates since 2012. Outside of his advisory role, Brainerd is active in community organizations, serving as co-leader of the Arkansas Action Coalition focused on nursing and healthcare improvement, a trustee president of First United Methodist Church in Maumelle, and owner of a fishing guide service on the White River. Crews & Associates provides wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, and institutional investors. The firm employs a multi-disciplinary investment process and supports clients through a team of about 16 advisors managing approximately $149.4 million in assets on a non-discretionary basis.

Wealth management Passive / index investing
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Anthony B

Series 63, Series 65

Norfork, AR

Alexander Capital Wealth Management LLC

Anthony Brasuell is a financial advisor at Alexander Capital Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alexander Capital Wealth Management since 2017, following 18 years at Edi Financial, Inc. Brasuell is the sole owner of Brasuell Financial Services, a non-investment-related business. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and utilizes both long- and short-term trading strategies.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
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Zachary F

Series 66

Mountain Home, AR

Kingsview Wealth Management, LLC

Zachary Farmer is a financial advisor at Kingsview Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Habitat Hyett. Prior to his financial services career, he served four years in the United States Marine Corps. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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