DG
David Goeglein
from Legacy Investment Partners, LLC
David Goeglein is a financial advisor based in Kansas, Overland Park,
with 15 years of experience. David currently works for
Legacy Investment Partners, LLC.
David maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
David Goeglein works at Legacy Investment Partners, LLC
Legacy Investment Partners, LLC is a financial advisory firm based in Overland Park, Kansas. It currently has approximately $224,845,662 of assets under management and employs about 3 people. Legacy Investment Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
6240 West 135th Street, Suite 175, Overland Park, Kansas, 66223
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting