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Brian Michael Teets

Legacy Investment Advisors LLC

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About Brian Michael Teets

Brian Teets is a registered Investment Advisor Representative with Legacy Investment Advisors LLC. Brian has been in the industry since June 2013 and holds a Series 65 license. Brian has been a registered representative in the state of Michigan since July 2023. Brian Teets has experience working with both high-net-worth individuals and individuals other than high-net-worth. Brian is currently employed with Legacy Investment Advisors LLC. Brian is also affiliated with Safe Haven Wealth Mgmt.

Firm Information

Brian Teets is currently registered with Legacy Investment Advisors LLC. Legacy Investment Advisors LLC is an investment advisor registered with the SEC. They manage $62,245,000 in assets for 395 clients. Their services include portfolio management for individuals. The firm has 2 investment advisor representatives and manages assets for individuals and high-net-worth individuals.

$62.24M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Teets’s Registration & Firm History

MI

07/07/2023 - Present

Legacy Investment Advisors LLC (WYANDOTTE MI)

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Licenses & Designations

IA

Issued 06/21/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Michael Teets.
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