Jeffrey
Hrabe
Legacy Financial Strategies, LLC
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About this Advisor
Jeffrey Hrabe is a financial advisor based out of Leawood, Kansas who has 1 year of industry experience. Hrabe is an employee of Legacy Financial Strategies, LLC. Over the course of their career, Hrabe has held roles at Waddell & Reed, Inc, Ivy Funds Distributor Inc, Bok Financial Securities, Inc, Bokf, Na, Cavanal Hill Investment Management, Inc, Cavanal Hill Distributors, Inc and Legacy Financial Strategies, LLC. Hrabe maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Kansas and Texas. Legacy Financial Strategies, LLC is a registered investment firm based in Leawood, KS. The firm has a total of 12 financial advisors. It handles $509 million in assets under management between its 1,836 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 1,836 customer accounts, 37% are associated with high-net-worth clients who have more than $1 million in investable assets. The business performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules typically vary depending on the financial services provided. However, fees billed by Legacy Financial Strategies, LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Financial Strategies, LLC Brokerage Details
$508,657,490
12
1,836
$277,047
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jeffrey Hrabe Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Legacy Financial Strategies, LLC
Cavanal Hill Distributors, Inc
Bok Financial Securities, Inc
Bokf, Na
Cavanal Hill Investment Management, Inc
Ivy Funds Distributor Inc
Waddell & Reed,Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
The content in this profile was updated by SmartAsset on 4/16/2023. 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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