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Brian Hood

Legacy Financial Group

6000 Grand Ave

Des Moines, IA 50312

515-255-3306

"Create the Life that you want, on your terms"

About Legacy Financial Group

OUR PHILOSOPHY

"We inspire people to create the life they want, on their terms."

Our goal at Legacy is to provide our clients with the comfort and confidence in knowing that their financial future is healthy. Education is the backbone of our practice, and we take pride in helping people learn in an easy to understand and lasting way. We are dedicated to ensuring an exceptional customer experience, which has been proven by the trust our clients have placed in us through the business and referrals they have given. Our Legacy family looks forward to serving your needs today!

Our desire is to inspire people to create the life they want on their terms. This is what motivates us to do what we do. As independent financial advisors, we take great pride in our freedom of thought when it comes to investment selection and investment philosophy. Our integrative approach enables us to work with our clients and for our clients. Our business is built upon the following bedrock beliefs, and everyone who works at Legacy embodies these beliefs. We do not see them as words on a page, but descriptors of the way we conduct business and live our lives. Trust: Our clients and colleagues can simply count on the fact that we aim to do the right thing by them. We seek to make choices that are in their best interests and earn this trust through demonstration.

General Information

Firm Start Year

2021

No.of Employees

20-49

CRD#

1787301

Firm CRD#

154927

States Licensed in

IA, IL, IN, MN, WI, AZ, NV, PA, TX

Years of Experience in Financial Services

30

Number of Years with Current Firm

15

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Options & Futures, Bonds, Stocks, Annuities, Insurance, Mutual Funds, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via Email, Via Phone, At my office, At your home, Video Conference

Compliance

Registered Investment Advisor

Yes

I am an acknowledged fiduciary

Yes

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CERTIFIED FINANCIAL PLANNER

Securities Licenses

Series 6, Series 7, Series 24, Series 63, Series 65

Financial Organization Memberships

Financial Planning Association (FPA)

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee

Additional Details on Charges

No account minimums

Disclosures

https://lfgplanners.com/images/disclosure.pdf

Disclaimer

Investment advisory services offered through Legacy Financial Group, LLC, a Registered Investment Adviser. Past performance is no guarantee of future returns. Securities offered through Brokers International Financial Services, LLC. Member SIPC. Legacy Financial Group and Brokers International Financial Services are not affiliated companies. Legacy Financial Group does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.