Stephen B. Musser

LEGACY BRIDGE PRIVATE FAMILY OFFICES

WEST DES MOINES, IA 50266

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CRD#: 2419967

Professional summary

Stephen Boyd Musser, who also goes by Steve Musser, is a registered financial advisor currently at LEGACY BRIDGE PRIVATE FAMILY OFFICES located in West Des Moines, Iowa.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Stephen has worked at 7 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steve Musser

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Boyd Musser's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 12, 2023 - Present

LEGACY BRIDGE PRIVATE FAMILY OFFICES

Office #1: 5810 Grand Ave, West Des Moines, IA 50266

RIA

CRD#: 282261

WEST DES MOINES, IA

Past

August 1, 2022 - September 28, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Ankeny, IA

Past

August 22, 2016 - November 30, 2021

VICTORY CAPITAL SERVICES, INC.

CRD#: 37059

BROOKLYN, OH

Past

February 7, 2014 - May 17, 2016

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

April 7, 2011 - May 17, 2016

PRINCIPAL FUNDS DISTRIBUTOR, INC.

CRD#: 43261

DES MOINES, IA

Past

June 8, 2010 - July 21, 2010

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

WEST DES MOINES, IA

Past

September 15, 1999 - December 19, 2001

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LEGACY BRIDGE PRIVATE FAMILY OFFICES

LEGACY BRIDGE PRIVATE FAMILY OFFICES | LEGACY BRIDGE, LLC

CRD#: 282261 / SEC#: 801-107113

RIA

Registered Investment Advisory firm - (1/22/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Iowa
(10/12/2023)

IAR

New York
(10/12/2023)

IAR

South Dakota
(10/16/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/11/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/6/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/7/2010

General Securities Representative Examination

Current Firm

LEGACY BRIDGE PRIVATE FAMILY OFFICES

LEGACY BRIDGE PRIVATE FAMILY OFFICES | LEGACY BRIDGE, LLC

CRD#: 282261 / SEC#: 801-107113

RIA

Registered Investment Advisory firm - (1/22/2016 Approved)

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Contact information

Main Address

5810 Grand Ave, West Des Moines, IA 50266

Mailing Address

Phone number

(515) 421-4870

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEGACY BRIDGE LLC PART 2 BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	99
AUM (Assets Under Management)	$ 325,945,382

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
05/22/2025	Cover Page	Report
09/13/2024	Cover Page	Report
11/07/2023	Cover Page	Report
10/25/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Stephen B. Musser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Boyd Musser's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

VICTORY CAPITAL SERVICES, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL FUNDS DISTRIBUTOR, INC.

SECURIAN FINANCIAL SERVICES, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

LEGACY BRIDGE PRIVATE FAMILY OFFICES

State Registrations and Notice Filings

Exams

Series 63

Date: 11/11/2022

Series 66

Date: 7/6/2010

SIE

Date: 10/1/2018

Series 7

Date: 6/7/2010

Current Firm

LEGACY BRIDGE PRIVATE FAMILY OFFICES

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LEGACY BRIDGE PRIVATE FAMILY OFFICES

TRUST BUT VERIFY

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