Jeffrey
Hrabe

Legacy Financial Strategies, LLC

CRD#5102441
Investment Advisor
in Leawood, KS

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About this Advisor

Jeffrey Hrabe is a financial advisor based in Leawood, Kansas, working with Legacy Financial Strategies, LLC. Jeffrey has previously held positions at Bok Financial Securities, Inc, Bokf, Na, Cavanal Hill Investment Management, Inc, Cavanal Hill Distributors, Inc, and Legacy Financial Strategies, LLC. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in Kansas and Texas. Currently, Jeffrey is part of Legacy Financial Strategies, LLC, which operates out of Leawood, Kansas. The firm has 1 office and 14 employees. The firm manages assets totaling $645.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Legacy Financial Strategies, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5400 Colllege Blvd. Ste. A
Leawood, KS 66211

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Legacy Financial Strategies, LLC Brokerage Details

Total Assets Under Management

$645,630,341

KS Average: $2,243,162,756
Total Number of Employees

14

KS Average: 44
Total Number of Accounts

1,921

KS Average: 4,091
Average Account Size

$336,091

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jeffrey Hrabe Work History

2022 - Present (2 years)

Legacy Financial Strategies, LLC

2017 - 2021 (4 years)

Cavanal Hill Distributors, Inc

2013 - 2016 (3 years)

Bok Financial Securities, Inc

2013 - 2016 (3 years)

Bokf, Na

2013 - 2021 (8 years)

Cavanal Hill Investment Management, Inc

Disclosures

Please visit the SEC profile of Jeffrey Hrabe 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 Strategies, LLC

Michael Wren
Leawood, KS
Brooklyn Maldonado
Leawood, KS
Jeffrey Hrabe
Leawood, KS
Bryce Coy
Leawood, KS
Heather Hardman
Leawood, KS
Joseph Nafziger
Leawood, KS
Samuel Murray
Leawood, KS
Andrew Rogers
Leawood, KS

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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