Laura Jean Dill
Investment adviser representative at Legacy Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
$629MFirm assets
8 yearsFirm in business
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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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Legacy Wealth Management, LLCApr 2023 to now
- Wanderwell ConsultingJan 2020 to Apr 2023
- LPL Financial, LLCOct 2018 to Jan 2020
- Cetera Advisor NetworksJan 2018 to Oct 2018
- Goeckner Accounting & Financial ServicesNov 2017 to Sep 2019
- Senior Health SpecialtiesAug 2012 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Legacy Wealth Management, LLC
$629MAssets managed
3,416Clients
45Advisers
8 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
- 4497702
- Firm CRD
- 174767