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About

About This Business

According to the information provided by Legacy Wealth LLC this company offers Financial planning, comprehensive strategic planning, wealth management and legacy planning.

BBB Accredited Since: 9/27/2026

Years in Business: 17

Products and Services

Legacy Planning, Portfolio Strategy, Wealth Management, Portfolio Strategy, Wealth Management

Photos and Videos

  • image description not provided by submitter

Business Details

BBB File Opened:
4/30/2014
Business Started:
2/27/2009
Business Started Locally:
11/17/2015
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mike Brocker, Chief Executive Officer
John Brocker, Chief Compliance and Information Officer

Additional Contact Information

Principal Contacts
Mike Brocker, Chief Executive Officer
John Brocker, Chief Compliance and Information Officer
Customer Contacts
John Brocker, Chief Compliance and Information Officer
Additional Phone Numbers
Other Phone: (651) 621-2383
Additional Email Addresses
Primary: Email this Business

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