Lars E. Meiman

LEGACY FINANCIAL ADVISORS

Covington, KY 41011

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CRD#: 7035553

Professional summary

Lars Edward Meiman, who also goes by Lars Meiman, is a registered financial advisor currently at LEGACY FINANCIAL ADVISORS, INC. located in Covington, Kentucky.

Lars is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Lars has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lars Meiman

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 Lars Edward Meiman'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

July 10, 2024 - Present

LEGACY FINANCIAL ADVISORS, INC.

Office #1: 117 East Fourth Street, Covington, KY 41011

RIA

CRD#: 158675

Covington, KY

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 ADVISORS, INC.

CRD#: 158675 / SEC#: 801-72637

RIA

Registered Investment Advisory firm - (8/2/2011 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

Kentucky
(7/10/2024)

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 ADVISORS, INC.

CRD#: 158675 / SEC#: 801-72637

RIA

Registered Investment Advisory firm - (8/2/2011 Approved)

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Contact information

Main Address

117 East Fourth Street, Covington, KY 41011

Mailing Address

Phone number

(859) 655-5225

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEGACY FINANCIAL ADVISORS BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	3,515
AUM (Assets Under Management)	$ 1,255,617,352

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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Lars E. Meiman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lars Edward Meiman's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

LEGACY FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Current Firm

LEGACY FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEGACY FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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