Legacy Financial Group

Overview

Legacy Financial Group is an SEC registered investment adviser based in Des Moines, IA, registered since 2014. It reports $1B in assets under management across 4,146 accounts, with 18 employees. It has 8 investment adviser representatives.

Reported AUM

$1B

Discretionary

99%

Accounts

4,146

Average account

$243K

Employees

18

Advisory reps

8

Registered since

2014

Jurisdictions

18

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 6

• Michelle Anne McCarthy Chief Compliance Officer CRD 7682269
• Brian Joseph Hood Partner Advisor CRD 1787301
• Rachel Elaine Wood Partner Advisor CRD 4666482

3 more executive officers, with direct contact details

Advisory reps 3 of 8

• Scott R Arnburg Insurance Agent · Investment Adviser Rep CRD 5443467
• William B Elson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1808374
• Anthony Gensler Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7669488

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

6000 Grand Ave Ste B
Des Moines, IA 50312

County

Polk

Metro area

Des Moines-West Des Moines, IA

Region

Midwest

Registrations

• SEC registered
• Registered in 18 jurisdictions
• Website: billelson.com

Every state, with registration dates

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