Michael
Brocker
Legacy Wealth
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About this Advisor
Michael Brocker is a chartered financial consultant based out of Saint Paul, Minnesota with 3 years of industry experience. Brocker is an advisor for Legacy Wealth. Their career trajectory has included roles at Minnesota Life Insurance Company, M Holdings Securities, Inc, Legacy Wealth, LLC and Legacy Wealth Asset Management, LLC Dba Legacy Wealth. Brocker maintains a Series 63 license, certifying them as a securities broker, and is registered to work in Minnesota. Legacy Wealth is an advisory company headquartered in Saint Paul, MN. It has $356 million in total assets across its 982 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 982 client accounts, 36% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on which service is offered. However, fees billed by Legacy Wealth likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Wealth Brokerage Details
$355,701,368
10
982
$362,221
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Brocker Work History
Michael has been registered as a financial advisor for 3 years.*
Legacy Wealth Asset Management, LLC Dba Legacy Wealth
M Holdings Securities, Inc
Legacy Wealth, LLC
Minnesota Life Insurance Company
*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 Michael Brocker 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 Wealth
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
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