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John Michael Wildern

Legacy Financial Advisors, Inc.

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About John Michael Wildern

John Michael Wildern is a financial advisor currently registered with Legacy Financial Advisors, Inc. John has been in the financial industry since 1999 and has worked for several well-known firms, including Fidelity Brokerage Services LLC and Paine Webber Incorporated. John is a Certified Financial Planner and offers financial planning, portfolio management for individuals and businesses, and selection of other advisors services. John's office is located in Covington, Kentucky.

Firm Information

John Wildern is currently registered with Legacy Financial Advisors, Inc.. Legacy Financial Advisors, Inc. is an investment advisor headquartered in Covington, KY. The firm manages approximately $1.13 billion in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, pension plans, and corporations. The firm offers a range of services, including financial planning, portfolio management, and selection of other advisors.
Legacy Financial Advisors, Inc.

117 EAST FOURTH STREET

COVINGTON, KY 41011

$1.13B

Assets Under Management

Not reported

Total Clients

11

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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John Wildern’s Registration & Firm History

IN

05/07/2024 - Present

Legacy Financial Advisors, Inc. (Carmel IN)

IN

03/10/2020 - 06/01/2021

FIDELITY BROKERAGE SERVICES LLC (CARMEL IN)

IL

02/13/2001 - 09/26/2007

FIDELITY BROKERAGE SERVICES LLC (CHICAGO IL)

NJ

01/28/2000 - 11/03/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 03/14/2020

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 02/18/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/10/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/08/2020

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Michael Wildern.
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