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MG

Michelle L. Green

LEGACY FINANCIAL STRATEGIES
OVERLAND PARK, KS 66211
Some features on this profile are disabled
CRD#: 7750383
MG

Professional summary

Michelle Leann Green, who also goes by Michelle Leann Goff, Michelle Leann Pace, is a registered financial advisor currently at LEGACY FINANCIAL STRATEGIES, LLC located in Overland Park, Kansas.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Michelle has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michelle Leann Goff | Michelle Leann Pace

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 Michelle Leann Green'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 28, 2023 - Present

LEGACY FINANCIAL STRATEGIES, LLC

Office #1: 5400 Colllege Blvd. Ste. A, Overland Park, KS 66211
RIA
CRD#: 283553
OVERLAND PARK, KS

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 STRATEGIES, LLC
LEGACY FINANCIAL STRATEGIES, LLC
LEGACY FINANCIAL STRATEGIES, LLC

CRD#: 283553 / SEC#: 801-107930

RIA
Registered Investment Advisory firm - (7/1/2016 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
Kansas
(7/28/2023)
IAR
Texas
(11/17/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/28/2023
Uniform Investment Adviser Law Examination

Current Firm

LEGACY FINANCIAL STRATEGIES, LLC
LEGACY FINANCIAL STRATEGIES, LLC
LEGACY FINANCIAL STRATEGIES, LLC

CRD#: 283553 / SEC#: 801-107930

RIA
Registered Investment Advisory firm - (7/1/2016 Approved)
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Contact information

Main Address
5400 Colllege Blvd. Ste. A, Overland Park, KS 66211
Mailing Address
Phone number
(913) 403-0600
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (8 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

LEGACY FINANCIAL STRATEGIES, LLC PART 2A (3/14/2025)

Regulatory assets under management

Total Number of Accounts2,014
AUM (Assets Under Management)$ 806,094,432

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 FINANCIAL STRATEGIES, LLC

LEGACY FINANCIAL STRATEGIES, LLC

CRD#: 283553Overland Park, KS 66211

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