Jeffrey Dean Hrabe
Investment adviser representative at Legacy Financial Strategies, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$952MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Legacy Financial Strategies, LLCJan 2022 to now
- Cavanal Hill Distributors, Inc.Jan 2017 to Dec 2021
- Cavanal Hill Investment Management, IncNov 2013 to Dec 2021
- Bok Financial Securities, Inc.Nov 2013 to Dec 2016
- BOKF, NANov 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Legacy Financial Strategies, LLC
$952MAssets managed
696Clients
13Advisers
10 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
- 5102441
- Firm CRD
- 283553