At Legacy Financial Group, we believe financial planning is about more than numbers—it’s about helping you build a life of purpose, confidence, and lasting impact.
Based in Oconomowoc, Wisconsin, our team works closely with individuals, families, and business owners to simplify complex financial decisions and develop personalized strategies tailored to what matters most to you.
Or call us directly: 262-567-2940
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Not all team members may provide all products, programs and services in all states.
Not all team members may office at the locations listed.
* as of December 31, 2024
** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations