Herman Joseph J. Esry

FAMILY LEGACY ADVISORS

Overland Park, KS 66211

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CRD#: 7326887

Professional summary

Herman Joseph Joseph Esry, who also goes by Herman Joseph Esry, Joseph Esry, is a registered financial advisor currently at FAMILY LEGACY ADVISORS, LLC located in Overland Park, Kansas.

Herman Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Herman Joseph has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Herman Joseph Esry | Joseph Esry

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.

Non-investment related activities include: The Registrant's private real estate investments - MBER Property, LLC in Parksville, MO and JARR Homes, LLC, registrant's residential office. Owner of Waypoint Coffee Co, Kansas City, KS. The time spent on these activities may vary throughout the year but generally no more than 5% of his time. I own part of a coffee shop with my father-in-law and I am an attorney in a law firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Herman Joseph Joseph Esry'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®

None

Experience

Current

June 7, 2022 - Present

FAMILY LEGACY ADVISORS, LLC

Office #1: 10740 Nall Ave Suite 158, Overland Park, KS 66211

RIA

CRD#: 320754

Overland Park, KS

Past

June 8, 2021 - May 3, 2022

EPIPHANY FINANCIAL COACHING

RIA

CRD#: 307859

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
(6/22/2022)

IAR

Missouri
(6/7/2022)

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 65

Date: 12/11/2019

Uniform Investment Adviser Law Examination

Current Firm

FAMILY LEGACY ADVISORS, LLC

CRD#: 320754 / SEC#:

Kansas

Registered Investment Advisory firm - (6/22/2022 Approved)

Missouri

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

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Contact information

Main Address

10740 Nall Ave Suite 158, Overland Park, KS 66211

Mailing Address

Phone number

(913) 385-9409

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	229
AUM (Assets Under Management)	$ 31,590,000

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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Herman Joseph J. Esry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Herman Joseph Joseph Esry's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAMILY LEGACY ADVISORS, LLC

EPIPHANY FINANCIAL COACHING

State Registrations and Notice Filings

Exams

Series 65

Date: 12/11/2019

Current Firm

FAMILY LEGACY ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FAMILY LEGACY ADVISORS, LLC

TRUST BUT VERIFY

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