Blake A. Stanley

LEGACY ADVISORY LIMITED COMPANY

Overland Park, KS 66212

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CRD#: 5158037

Professional summary

Blake Austin Stanley, CFP®, who also goes by Blake Stanley, is a registered financial advisor currently at LEGACY ADVISORY LIMITED COMPANY located in Overland Park, Kansas.

Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Blake has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Blake Stanley

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.

Legacy Practice Transitions, LLC, non-investment related, 1561 Barkley, Suite 610, Overland Park KS 66212, consulting on mergers and acquisitions of dental practices, member, relationship commenced April 2014, approximately 40 hours per month, duties include prospecting for new business, providing valuation services, procuring buyers for practices and consulting with sellers and purchasers of dental practices. Sale of insurance products, investment related, 10561 Barkley, Suite 610, Overland Park, KS 66212, independent insurance agent and broker, hours devoted within provision of investment advisory services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Austin Stanley's 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: 2009

Experience

Current

August 23, 2019 - Present

LEGACY ADVISORY LIMITED COMPANY

Office #1: 10561 Barkley, Suite 610, Overland Park, KS 66212

RIA

CRD#: 300802

Overland Park, KS

Past

December 15, 2016 - December 31, 2019

LEGACY ADVISORY GROUP, LLC

RIA

CRD#: 285596

OVERLAND PARK, KS

Past

December 17, 2014 - December 14, 2016

LEGACY ADVISORY GROUP

RIA

CRD#: 141329

OVERLAND PARK, KS

Past

January 2, 2009 - August 7, 2009

OSAIC FS, INC.

RIA

CRD#: 3870

OVERLAND PARK, KS

Past

January 2, 2009 - August 7, 2009

OSAIC FS, INC.

CRD#: 3870

OVERLAND PARK, KS

Past

July 13, 2007 - December 31, 2008

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

OVERLAND PARK, KS

Past

November 2, 2006 - December 31, 2008

MML INVESTORS SERVICES, LLC

CRD#: 10409

OVERLAND PARK, KS

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
(8/27/2019)

IAR

Missouri
(8/23/2019)

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 65

Date: 7/9/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/18/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/25/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/1/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LEGACY ADVISORY LIMITED COMPANY

CRD#: 300802 / SEC#:

Kansas

Registered Investment Advisory firm - (5/3/2019 Approved)

Missouri

Registered Investment Advisory firm - (8/23/2019 Approved)

Texas

Registered Investment Advisory firm - (3/29/2023 Conditional Restricted)

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Contact information

Main Address

10561 Barkley, Suite 610, Overland Park, KS 66212

Mailing Address

Phone number

(913) 825-5225

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	480
AUM (Assets Under Management)	$ 88,682,925

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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Advisor Monitoring

Firm Stability Insights

Blake A. Stanley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Austin Stanley's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY ADVISORY GROUP, LLC

LEGACY ADVISORY GROUP

OSAIC FS, INC.

OSAIC FS, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/9/2007

Series 63

Date: 12/18/2006

Series 7

Date: 6/25/2007

Series 6

Date: 11/1/2006

Current Firm

LEGACY ADVISORY LIMITED COMPANY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEGACY ADVISORY LIMITED COMPANY

TRUST BUT VERIFY

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