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BS

Brett A. Skrede

LEGACY WEALTH
Woodbury, MN 55125
Some features on this profile are disabled
CRD#: 7642546
BS

Professional summary

Brett Allen Skrede, who also goes by Brett Skrede, is a registered financial advisor currently at LEGACY WEALTH located in Woodbury, Minnesota.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Brett has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brett Skrede

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 Brett Allen Skrede'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

February 10, 2026 - Present

LEGACY WEALTH

Office #1: 683 Bielenberg Drive Suite 101, Woodbury, MN 55125
RIA
CRD#: 306732
Woodbury, MN
Past

November 12, 2025 - January 22, 2026

LEGACY WEALTH

RIA
CRD#: 306732
WOODBURY, MN

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".
LW
LEGACY WEALTH
LEGACY WEALTH | LEGACY WEALTH ASSET MANAGEMENT, LLC

CRD#: 306732 / SEC#: 801-118042

RIA
Registered Investment Advisory firm - (2/7/2020 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
Minnesota
(2/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/4/2025
Uniform Investment Adviser Law Examination

Current Firm

LW
LEGACY WEALTH
LEGACY WEALTH | LEGACY WEALTH ASSET MANAGEMENT, LLC

CRD#: 306732 / SEC#: 801-118042

RIA
Registered Investment Advisory firm - (2/7/2020 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
683 Bielenberg Drive Suite 101, Woodbury, MN 55125
Mailing Address
Phone number
(651) 621-2383
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 - WRAP FEE BROCHURE - LEGACY WEALTH (3/13/2026)
FORM ADV PART 2A - FIRM BROCHURE - LEGACY WEALTH (3/13/2026)

Regulatory assets under management

Total Number of Accounts1,629
AUM (Assets Under Management)$ 546,000,000

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.

Company Information

LEGACY WEALTH

CRD#: 306732Woodbury, MN 55125

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