David W. Goeglein
Investment adviser representative at Legacy Investment Partners, LLC
16 yearsExperience
2 statesRegistered in
CFADesignation
$403.1MFirm 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
16 years in the industry.
- Legacy Investment Partners, LLCJun 2010 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Legacy Investment Partners, LLC
$403.1MAssets managed
223Clients
3Advisers
22 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
- 5811363
- Firm CRD
- 133014