John Michael Wildern
Investment adviser representative at Legacy Financial Advisors, Inc.
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Legacy Financial Advisors, Inc.Apr 2024 to now
- Forvis Wealth Advisors, LLCDec 2022 to Apr 2024
- Inspire Advisors, LLCJan 2022 to Dec 2022
- Inspire Investing , LLCJan 2022 to Dec 2022
- 2nd Vote Advisers, LLC.Jun 2021 to Jan 2022
- Fidelity Brokerage Services LLCDec 2019 to Jun 2021
- ST. James Investment Company, LLCMay 2017 to Dec 2019
- Northcoast Asset Management LLCNov 2007 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IN).
Legacy Financial Advisors, Inc.
$1.5BAssets managed
1,065Clients
13Advisers
15 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
- 4109291
- Firm CRD
- 158675