Joseph
Nafziger
Legacy Financial Strategies, LLC
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About this Advisor
Joseph Nafziger is a financial advisor based in Leawood, Kansas, working with Legacy Financial Strategies, LLC. Joseph has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Burnett Automotive, Howe Landscaping, Kansas State University, Kc Pro, Advisor'S Excel, Eagle'S Landing Golf Course, and Legacy Financial Strategies, LLC. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Kansas and Texas. Currently, Joseph 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
Services Offered
Fee Structure
Office Location
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Legacy Financial Strategies, LLC Brokerage Details
$645,630,341
14
1,921
$336,091
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joseph Nafziger Work History
Legacy Financial Strategies, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Advisor'S Excel
Burnett Automotive
Kc Pro
Howe Landscaping
Eagle'S Landing Golf Course
Kansas State University
Disclosures
Please visit the SEC profile of Joseph Nafziger 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
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