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Legacy Financial Group
DES MOINES, IA
CRD: 154927
In network coverage since October 8, 2026 · 2 stories
$1BRegulatory AUMSEC Form ADV · Oct 17
18EmployeesForm ADV
1Moves on the wire · 12 months
Regulatory AUM · Oct 10 – Oct 17
Observed recruiting events · 12 monthsOn the wire →
Legacy Financial Group
Oct 7 · advisor move
Network coverage
Moves
ICG next moves $2.3 billion from LPL to Osaic, citing platform and deal support
The Wall Township, N.J., firm launched with LPL in 2019 and has nearly tripled since, according to Osaic; it plans to grow through recruiting and acquisitions.