Michelle
Pace

Legacy Financial Strategies, LLC

CRD#7750383
Investment Advisor
in Leawood, KS

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About this Advisor

Michelle Pace is a financial advisor based in Leawood, Kansas, working with Legacy Financial Strategies, LLC. Michelle has previously held positions at Legacy Financial Strategies, LLC and Amc Theaters. Michelle has passed the Series 65 regulatory exam and is registered to provide services in Kansas and Texas. Currently, Michelle 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 65

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

Michelle Pace Work History

2023 - Present (2 years)

Legacy Financial Strategies, LLC

2009 - 2023 (14 years)

Amc Theaters

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michelle Pace 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
Joseph Nafziger
Leawood, KS
Heather Hardman
Leawood, KS
Bryce Coy
Leawood, KS
Jeffrey Hrabe
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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