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LEGACY FINANCIAL GROUP

DES MOINES, IA · CRD 154927 · IAPD ↗ · williamelson.com · 515-255-3306

$1.01BRegulatory AUM
11Advisory reps
18Employees
0Clients
51-100Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — LEGACY FINANCIAL GROUP crossed $1B in regulatory AUM ($840.4M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
December 2025 — LEGACY FINANCIAL GROUP changed its website from sfsplanners.info to williamelson.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
28
April 2025 — LEGACY FINANCIAL GROUP changed its website from legendsatlegacycarshow.com to sfsplanners.info.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
68
March 2025 — LEGACY FINANCIAL GROUP now reports custody of client assets ($144.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
28
January 2025 — LEGACY FINANCIAL GROUP changed its website from billelson.com to legendsatlegacycarshow.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
28
February 2024 — LEGACY FINANCIAL GROUP changed its website from iowafinancialplanner.com to billelson.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
February 2024 — LEGACY FINANCIAL GROUP notice-filed in OR, VA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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