Legacy Financial

Finance · Iowa, United States · 11-50 Employees

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Overview

Headquarters

321 Reed St Unit 2, Akron, Iowa, 51001, ...

Phone Number

(712) 568-3973

Revenue

$6.6 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Legacy Financial

Legacy Financial, LLC is a financial services firm that offers investment advisory and brokerage services. The company provides resources such as tax libraries, newsletters, and account access to assist clients in managing their financial needs. Their intended clients include individuals residing in various states across the U.S. who seek personalized investment advice and financial planning services.Explore more
Legacy Financial's Social MediaPopular SearchesLegacy Financial LLClegacy financial/ LLCLegacy Financial Services - RichardLegacy Financial Services LLCLegacyfinancialSIC Code 62,628NAICS Code 52,523Show more

Legacy Financial Org Chart

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President

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Owner and President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Financial

$6.6M
11-50
Private
-
2020
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
1-10
Private
-
1989
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MH
Michael HolligerManaging Partner, Private Wealth Manager
<$5M
1-10
Private
-
2016
N/A
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Legacy Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Legacy Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Financial.

Legacy Financial Tech Stack

A closer look at the technologies used by Legacy Financial

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Frequently Asked Questions Regarding Legacy Financial

What is Legacy Financial's official website?
Legacy Financial's official website is www.legacyfinancialllc.com
What is Legacy Financial's Revenue?
Legacy Financial's revenue is $6.6 Million
What is Legacy Financial's SIC code?
Legacy Financial's SIC: 62,628
What is Legacy Financial's NAICS code?
Legacy Financial's NAICS: 52,523
How many employees does Legacy Financial have?
Legacy Financial has 11-50 employees
What industry does Legacy Financial belong to?
Legacy Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Legacy Financial competition?
Legacy Financial top competitors include: Integrity Wealth Management, Monument Retirement & Wealth Advisory, Apollo Wealth Advisors, Nichols Financial
What technology does Legacy Financial use?
Some of the popular technologies that Legacy Financial uses are: Cloudflare Website Optimization, Google Font API, Neustar UltraDNS, Microsoft 365
How do I contact Legacy Financial?
Legacy Financial contact info: Phone number: (712) 568-3973 Website: www.legacyfinancialllc.com
What does Legacy Financial do?

Legacy Financial, LLC is a financial services firm that offers investment advisory and brokerage services. The company provides resources such as tax libraries, newsletters, and account access to assist clients in managing their financial needs. Their intended clients include individuals residing in various states across the U.S. who seek personali... zed investment advice and financial planning services.Read More

What are Legacy Financial social media links?
Legacy Financial Linkedin page Legacy Financial Facebook page
Is Legacy Financial a public company?
Legacy Financial is private company therefore does not currently have an official ticker symbol
See more information about Legacy Financial

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