Skyler C. Denny

LEGACY FINANCIAL DESIGNS

SPRING, TX 77389

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CRD#: 6737178

Professional summary

Skyler Christian Denny, CFP® is a registered financial advisor currently at LEGACY FINANCIAL DESIGNS located in Spring, Texas.

Skyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Skyler has worked at 2 firms .

Question & Answer

What are your service offerings?

Estate Planning

Comprehensive Financial Planni...

Investment Planning

Life Transitions

Education Planning

Tax Planning

Retirement Planning

Debt Management

Insurance Planning

Employee and Employer Plan Ben...

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Entrepreneurs

Generation X

Medical Professionals

Millennials

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 Skyler Christian Denny'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: 2018

Experience

Current

April 28, 2021 - Present

LEGACY FINANCIAL DESIGNS

Office #1: 1401 Lake Plaza Drive Suite 200 - 156, Spring, TX 77389

RIA

CRD#: 314338

SPRING, TX

Past

June 19, 2018 - March 31, 2021

FINANCIAL SYNERGIES

RIA

CRD#: 105643

HOUSTON, TX

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

Louisiana
(6/20/2022)

IAR

Texas
(4/28/2021)

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

Current Firm

LEGACY FINANCIAL DESIGNS

LEGACY FINANCIAL DESIGNS | LEGACY FINANCIAL DESIGNS, LLC

CRD#: 314338 / SEC#:

Louisiana

Registered Investment Advisory firm - (6/20/2022 Approved)

Texas

Registered Investment Advisory firm - (4/28/2021 Approved)

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Contact information

Main Address

1401 Lake Plaza Drive Suite 200 - 156, Spring, TX 77389

Mailing Address

Phone number

(832) 510-0175

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	177
AUM (Assets Under Management)	$ 22,643,729

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Skyler C. Denny

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Skyler Christian Denny's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY FINANCIAL DESIGNS

FINANCIAL SYNERGIES

State Registrations and Notice Filings

Exams

Current Firm

LEGACY FINANCIAL DESIGNS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEGACY FINANCIAL DESIGNS

TRUST BUT VERIFY

Contact information

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