Rachel
Wood
Legacy Financial Group
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About this Advisor
Rachel Wood is a financial advisor based in Des Moines, Iowa, working with Legacy Financial Group. Rachel has previously held positions at Spectrum Financial Services, Vsr Financial Services, Inc, Vsr Advisory Services, Legacy Financial Group, LLC, Broker Dealer Financial Services Corp, and Brokers International Financial Services. Rachel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Iowa. Currently, Rachel is part of Legacy Financial Group, which operates out of Des Moines, Iowa. The firm has 18 employees and manages assets totaling $726.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Legacy Financial Group includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Legacy Financial Group Brokerage Details
$726,274,366
18
3,807
$190,773
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Rachel Wood Work History
Brokers International Financial Services
Legacy Financial Group, LLC
Broker Dealer Financial Services Corp
Vsr Advisory Services
Spectrum Financial Services
Vsr Financial Services, Inc
Disclosures
Please visit the SEC profile of Rachel Wood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Legacy Financial Group
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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