Legacy Wealth Planning
Legacy Wealth Planning, LLC is an independent financial services group based in Reno, NV with 5 financial advisers and 3 staff/assistants. We were established in March of 2006 with a managing group of 4 partners, all of whom are still active financial advisers in the firm. Legacy Wealth Planning’s mission is to present its clients with complete financial guidance and wealth management services focused on managing & preserving their wealth for themselves and their families. Securities offered through LPL Financial, Member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit
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Verified contacts
4
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
2
tools in use
Monthly traffic
110
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- WH
Wendy Hammond
Wealth Advisor · Finance & Accounting
EmailPhone - ML
Mark Levy
Managing Partner · General Business & Management
EmailPhone - PM
Phil Mahoney
Managing Partner · General Business & Management
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Legacy Wealth Planning
3 distinct titles indexed · top 3 shown.
- 2managing partner
- 1partner and financial advisor
- 1wealth advisor
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