Legacy Financial Strategies

  • Investment Bank/Securities Brokerage
  • Overland Park KS
  • 21 employees
  • Investment Management
Employee Directory Email Format Management Departments
Get Full Info

Company Overview

Website
legacykc.com
Phone
(913) 403-0600
Employees
21
Founded in
2000
Industry
Investment Bank/Securities Brokerage
SIC Code
6722 - Management Investment Offices, Open-end
More Details

Financials & Stats

Revenue

$10B

More Financials

Recent News & Media

Apple Inc. (NASDAQ:AAPL) Holdings Lifted by BTC Capital Management Inc.

  • Jun 29, 2025
  • marketbeat.com

Legacy Financial Strategies LLC Has $3.26 Million Stock Position in Microsoft Corporation (NASDAQ:MSFT)

  • Jun 26, 2025
  • defenseworld.net

Apple Inc. (NASDAQ:AAPL) Shares Bought by Legacy Financial Strategies LLC

  • Jun 26, 2025
  • defenseworld.net

Legacy Financial Strategies LLC Increases Stock Holdings in NVIDIA Co. (NASDAQ:NVDA)

  • Jun 10, 2025
  • defenseworld.net

Legacy Portfolios Are Dead — GreenHillCAI’s Crypto Strategy Buries Them

  • May 23, 2025
  • techbullion.com

35,317 Shares in Energy Transfer LP (NYSE:ET) Acquired by Wealthstar Advisors LLC

  • Feb 13, 2025
  • marketbeat.com

Company Leadership

Mike Wren

Chief Executive Officer

Phone Email

Legacy Financial Strategies Industry Tags

Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
View All Industry Tags

Companies Similar to Legacy Financial Strategies

Analyze industry trends and opportunities by examining competitors and companies comparable to Legacy Financial Strategies, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in

116th Partners

 10M 4 New York, NY 2015

Andor Capital Management

 10M 18 New York, NY 2001

Anomaly Capital Management

 10M 38 New York, NY 2019

Basswood Capital Management

 10M 3 New York, NY 1994

Basswood Partners

 10M 13 New York, NY
View More Companies

FAQ

What is the location of Legacy Financial Strategies's headquarters?
The headquarters of Legacy Financial Strategies are situated at 4060 Indian Creek Parkway, Overland Park KS
What is Legacy Financial Strategies's phone number?
Legacy Financial Strategies's contact number is (913) 403-0600.
What is Legacy Financial Strategies's official website?
The official website of Legacy Financial Strategies can be found at legacykc.com.
What is Legacy Financial Strategies's current revenue?
As of February 2015, Legacy Financial Strategies's annual revenue reached $10B.
How many employees does Legacy Financial Strategies currently have?
Legacy Financial Strategies employs approximately 21+ people as of February 2015
Which industries is Legacy Financial Strategies primarily operating in?
Legacy Financial Strategies operates in the following industries: Investment Management
Who is the Chief Executive Officer of Legacy Financial Strategies?
Legacy Financial Strategies's Chief Executive Officer is Mike Wren
What are Legacy Financial Strategies's industry tags?
Legacy Financial Strategies's industry tags include: Investment Bank/Securities Brokerage, Management Investment, Open-ended
When was Legacy Financial Strategies founded?
Legacy Financial Strategies was founded in 2000.

Employee Directory

Key Employees

Kenny Sellers

Managing Partner

Phone Email

David Dwyer

Financial Advisor

Phone Email

Chris Proctor

Chief Investment Officer

Phone Email

Emma Milan

Planning Associate and Marketing Coordinator

Phone Email