Legacy Wealth Employee Directory

Legacy Wealth corporate office is located in 683 Bielenberg Dr Ste 101, Woodbury, Minnesota, 55125, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Information Technology

Key Employees of Legacy Wealth

Johnathan Broc...
Chief Information Officer
PhoneEmail
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Legacy Wealth Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Legacy Wealth

Hundreds of professionals searching for Legacy Wealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

BS
Brett Skrede
Email Direct
Executive Assistant & Client Representative
United States , Minnesota , Woodbury

BB
Benjamin Brocker
Email Direct
Investment Strategist
United States , Minnesota , Woodbury

Johnathan Brocker
Email Direct
Chief Information Officer
United States , Minnesota , Woodbury

EK
Emily Kaufer
Email Direct
Manager, Client Relationship & Office
United States , Minnesota , Woodbury

JE
Jessica Eveland
Email Direct
Financial Planning Specialist
United States , Minnesota , Woodbury

JH
John Horner
Email Direct
Financial Planning & Tax Strategist
United States , Minnesota , Woodbury

LR
Lauren Richards
Email Direct
Client Services Representative & Executive Assistant
United States , Minnesota , Woodbury

JB
Joshua Brocker
Email Direct
Financial Advisor
United States , Minnesota , Woodbury

Former Employees at Legacy Wealth

Explore people who held key positions, contributed to Legacy Wealth's success, and advanced their careers.

MR
Matthew Rawski
Sales Representative at Paris Painting
Worked as Client Relationship & Investment Associate
at Legacy Wealth (2022-2023)
Email Direct
RB
Rachel Brocker
Sales And Marketing In... at Willa's Kitchen
Worked as Administrative Assistant
at Legacy Wealth (2023-2023)
Email Direct

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Frequently Asked Questions Regarding Legacy Wealth Employees

How many employees does Legacy Wealth have?

Legacy Wealth has 1-10 employees

Who are Legacy Wealth key employees?

Some of Legacy Wealth key employees are Johnathan Brocker

Where is Legacy Wealth located?

Legacy Wealth’s headquarters are located at 683 Bielenberg Dr Ste 101, Woodbury, Minnesota, 55125, United States

How do I contact Legacy Wealth?

Legacy Wealth Contact Info: Phone number: (651) 621-2383 Website: www.legacywealthwisdom.com

What does Legacy Wealth do?

Legacy Wealth is an independent firm that specializes in wealth management, legacy planning, and portfolio strategy, focusing on empowering clients to manage their wealth and transition their legacies effectively. The company prides itself on providing a high-touch, boutique level of service through a servant-hearted team dedicated to building long... Read More

Is Legacy Wealth a public company?

Legacy Wealth is private company therefore does not currently have an official ticker symbol

See more information about Legacy Wealth Employees