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Michael Joseph Maisel

Legacy Financial Advisors, Inc.

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About Michael Joseph Maisel

Michael Joseph Maisel is a financial advisor in Covington, KY. Michael is registered with Legacy Financial Advisors, Inc. Michael has been in the financial industry for over 20 years. Michael has experience providing financial advice to individuals, families, and businesses. Michael also offers financial planning services.

Firm Information

Michael Maisel 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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Michael Maisel’s Registration & Firm History

KY

01/16/2024 - Present

Legacy Financial Advisors, Inc. (COVINGTON KY)

KY

08/31/2011 - 09/22/2022

TRIAD ADVISORS LLC (COVINGTON KY)

KY

08/05/2005 - 09/20/2011

NFP SECURITIES, INC. (COVINGTON KY)

IN

05/07/2001 - 08/09/2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

IN

06/27/2000 - 08/09/2005

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 07/12/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Joseph Maisel.
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