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LEGACY FINANCIAL SERVICES GROUP, INC.

TRAVERSE CITY, MI · CRD 140514 · IAPD ↗ · 231-933-0631

$122.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — LEGACY FINANCIAL SERVICES GROUP, INC. (TRAVERSE CITY, MI) is newly SEC-registered with $122.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.