Legacy Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$998,299,773
Clients
1,450
Advisors
9
of 18 employees
About
Legacy Financial Group serves individuals, high‑net‑worth clients, families and retirement plans with discretionary and non‑discretionary investment management, financial planning, pension consulting, and divorce‑related financial consulting. The firm also offers financial education services, including employer and classroom presentations.
The firm describes itself as a “total portfolio” manager that uses an active, diversified approach and develops written investment policy statements to tailor portfolios to individual objectives. Its primary strategy emphasizes long‑term purchases, supplemented by fundamental and technical analysis and, when appropriate, referrals to third‑party investment managers.
Distinctive features disclosed in the brochure include that several investment adviser representatives are also registered representatives of a broker‑dealer and may recommend commissionable products; the firm notes this dual registration, the resulting conflicts and that commissions do not exceed 50% of revenue and are not charged to fee‑based clients. Legacy is under common ownership with LFG Tax & Accounting, LLC and LFG Insurance Services, LLC, and the brochure details referrals to those affiliated tax and insurance entities as well as paid financial education programs and the potential for complementary tax services for larger client relationships.
Client services
Expertise
Fee options
Financial education services charged flat fees or $100 - $150 per student; pension consulting flat fees $750 to $10,000
0.70% to 1.2% depending on account size and other factors with break points for AUM thresholds
Certain IARs are registered representatives and may earn commissions for sales of securities and insurance products; commissions do not exceed 50% of firm revenue and are separate from advisory fees
Financial planning and consulting services charged $150 - $250 per hour; pension consulting hourly fee $150
Fee-only: Financial planning and consulting fees charged hourly at $150 - $250 per hour; pension consulting fees charged hourly at $150 per hour or flat fees ranging from $750 to $10,000 or up to 1.5% of plan assets
Main office
6000 Grand Avenue, Suite B
Des Moines IA 50312
Advisors at this office
9
Most active in
Arizona · California · Colorado · Florida · Illinois · Iowa · Kansas · Louisiana · Minnesota · Missouri · Nebraska · New Hampshire · North Carolina · Oregon · Texas · Virginia · Washington · Wisconsin
Also doing business as
Legacy Financial Group · Legacy Financial Group, LLC · Lfg Planners · Longenecker Financial Services · Spectrum Advisory Services · Spectrum Financial Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Brian H
CFP®, Series 63
Des Moines, IA
Legacy Financial Group
Brian Hood is a CFP® professional with 38 years of experience in financial advisory. He has been with Legacy Financial Group since 2002 and previously worked at Brokers International Financial Services and Broker Dealer Financial Services. Outside of his advisory role, he is involved as head coach for Central Iowa Scholastic Shooters, a nonprofit supporting junior shooters, and is a member and owner at Quad B Flying, where he flies airplanes. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with financial planning, investment management, and consulting services. The firm uses an active, diversified investment approach focused on long-term purchases, supplemented by analysis and tailored investment policy statements.
Tamara S
Series 66
Des Moines, IA
Legacy Financial Group
Tamara Smith is a financial advisor with Legacy Financial Group in Des Moines, IA, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at Peterson Financial Group, Inc. and Principal Financial Services. She is also involved in direct insurance sales focused on life and fixed insurance products. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with investment management, financial planning, pension consulting, and divorce-related financial consulting. The firm employs an active, diversified investment approach tailored through written policy statements and offers financial education services to employers and classrooms.
Anthony G
Series 66
Des Moines, IA
Legacy Financial Group
Anthony Gensler is a financial advisor with Legacy Financial Group in Des Moines, IA. He holds a Series 66 designation and has three years of industry experience. Prior to joining Legacy, he worked at Brokers International Financial Services and Ameriprise. Outside of finance, Gensler works as a driver for a food delivery service. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with investment management, financial planning, pension consulting, and divorce-related financial consulting. The firm uses an active, diversified investment approach and develops written investment policy statements tailored to individual objectives.
Scott N
Series 65
Des Moines, IA
Legacy Financial Group
Scott Nelson is a financial advisor at Legacy Financial Group with nine years of industry experience. He holds a Series 65 designation and has been with Legacy Financial Group since 2016. Outside of his advisory role, he also provides life insurance and fixed annuity product sales as an agent. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with investment management, financial planning, pension consulting, and divorce-related financial consulting. The firm uses an active, diversified approach with tailored written investment policy statements and emphasizes long-term purchases supported by fundamental and technical analysis.
Scott A
Series 66
Des Moines, IA
Legacy Financial Group
Scott Arnburg is a financial advisor at Legacy Financial Group in Des Moines, Iowa, with 16 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial for four years. Arnburg serves on the board of directors for the Dragoon Trail Chapter of the Iowa Wildlife Federation, a conservation nonprofit. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with investment management, financial planning, pension consulting, and divorce-related financial consulting. The firm employs an active, diversified investment approach focused on long-term portfolio management and tailors strategies through written investment policy statements.
Thomas M
CFP®, Series 63
Des Moines, IA
Legacy Financial Group
Thomas Mc Bride III is a CFP® with 46 years of industry experience. He is currently with Legacy Financial Group and has previously worked with United Planners Financial Services and RDA Financial Network. He is also associated with Monetary Strategies in Des Moines, IA. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with investment management, financial planning, pension consulting, and financial education services. The firm employs an active, diversified portfolio management approach tailored to individual objectives through written investment policy statements.
Nicholas H
Series 65
Des Moines, IA
Legacy Financial Group
Nicholas Hemsted is a financial advisor at Legacy Financial Group with three years of industry experience. He holds a Series 65 designation and previously worked at Bankers Trust for five years. Nicholas is also a licensed life and health insurance agent in Iowa, appointed with multiple carriers to provide insurance and fixed annuity products. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans through discretionary and non-discretionary investment management, financial planning, pension consulting, and divorce-related financial consulting. The firm employs an active, diversified investment approach and develops written investment policy statements tailored to individual objectives.
Rachel W
Series 63, Series 66
Des Moines, IA
Legacy Financial Group
Rachel Wood is a financial advisor with Legacy Financial Group in Des Moines, IA, holding Series 63 and Series 66 licenses and over 21 years of industry experience. She has been with Legacy Financial Group since 2016 and also has prior experience with Brokers International Financial Services and Broker Dealer Financial Services Corp. Outside of advisory work, she serves as treasurer for the Indianola Church of Christ, where she reviews budget and cash flow. Legacy Financial Group serves individuals, high-net-worth clients, families, and retirement plans with investment management, financial planning, pension consulting, and divorce-related financial consulting. The firm employs an active, diversified investment approach focused on long-term holdings, supported by fundamental and technical analysis, and develops written investment policy statements tailored to individual client objectives.
William E
CFP®, Series 63
Des Moines, IA
Legacy Financial Group
William Elson is a CFP® with 38 years of industry experience. He is currently with Legacy Financial Group and has held roles at Brokers International Financial Services, Broker Dealer Financial Services Corp, and Spectrum Advisory Services, Inc. Outside of his advisory work, he is involved in insurance sales and farm business management. Legacy Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, families, and retirement plans. The firm employs an active, diversified investment approach and develops written investment policy statements to tailor portfolios to client objectives.
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