William Bemis Elson
Investment adviser representative at Legacy Financial Group
33 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
33 years in the industry.
- Brokers International Financial ServicesAug 2018 to now
- Legacy Financial Group, LLCJul 2016 to now
- Spectrum Advisory Services, Inc.Jul 1993 to now
- Broker Dealer Financial Services CorpJul 2016 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Legacy Financial Group
Legal name: Legacy Financial Group, LLC
$1BAssets managed
1,452Clients
8Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1808374
- Firm CRD
- 154927