Jeffrey D. Hrabe

LEGACY FINANCIAL STRATEGIES

OVERLAND PARK, KS 66211

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CRD#: 5102441

Professional summary

Jeffrey Dean Hrabe, CFP® is a registered financial advisor currently at LEGACY FINANCIAL STRATEGIES, LLC located in Overland Park, Kansas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jeffrey has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Jeffrey Dean Hrabe'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®

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

January 5, 2022 - Present

LEGACY FINANCIAL STRATEGIES, LLC

Office #1: 5400 Colllege Blvd. Ste. A, Overland Park, KS 66211

RIA

CRD#: 283553

OVERLAND PARK, KS

Past

January 20, 2017 - December 31, 2021

CAVANAL HILL DISTRIBUTORS, INC,

CRD#: 175445

TULSA, OK

Past

November 1, 2013 - March 6, 2015

BOK FINANCIAL SECURITIES, INC.

RIA

CRD#: 17530

Overland Park, KS

Past

November 1, 2013 - December 31, 2021

CAVANAL HILL INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 110774

TULSA, OK

Past

November 1, 2013 - December 19, 2016

BOK FINANCIAL SECURITIES, INC.

CRD#: 17530

KANSAS CITY, MO

Past

April 5, 2012 - October 29, 2013

IVY DISTRIBUTORS, INC.

CRD#: 16496

OVERLAND PARK, KS

Past

March 12, 2009 - October 29, 2013

WADDELL & REED

RIA

CRD#: 866

OVERLAND PARK, KS

Past

May 22, 2006 - October 29, 2013

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

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 FINANCIAL STRATEGIES, LLC

CRD#: 283553 / SEC#: 801-107930

RIA

Registered Investment Advisory firm - (7/1/2016 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

Kansas
(1/5/2022)

IAR

Texas
(1/6/2022)

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

IAR

Series 66

Date: 5/2/2008

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: 12/10/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/19/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LEGACY FINANCIAL STRATEGIES, LLC

CRD#: 283553 / SEC#: 801-107930

RIA

Registered Investment Advisory firm - (7/1/2016 Approved)

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Contact information

Main Address

5400 Colllege Blvd. Ste. A, Overland Park, KS 66211

Mailing Address

Phone number

(913) 403-0600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEGACY FINANCIAL STRATEGIES, LLC PART 2A (3/14/2025)

Regulatory assets under management

Total Number of Accounts	2,014
AUM (Assets Under Management)	$ 806,094,432

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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Firm Stability Insights

Jeffrey D. Hrabe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Dean Hrabe's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAVANAL HILL DISTRIBUTORS, INC,

BOK FINANCIAL SECURITIES, INC.

CAVANAL HILL INVESTMENT MANAGEMENT, INC.

BOK FINANCIAL SECURITIES, INC.

IVY DISTRIBUTORS, INC.

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

LEGACY FINANCIAL STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/2/2008

SIE

Date: 10/1/2018

Series 7

Date: 12/10/2007

Series 6

Date: 5/19/2006

Current Firm

LEGACY FINANCIAL STRATEGIES, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEGACY FINANCIAL STRATEGIES, LLC

TRUST BUT VERIFY

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