Branden Curtiss Bosch
Investment adviser representative at Legacy Wealth Management Group, Inc.
12 yearsExperience
2 statesRegistered in
$289.8MFirm assets
3 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Redeeming Grace Baptist ChurchApr 2026 to now
- Legacy Wealth Management Group, Inc.Aug 2022 to now
- Legacy Auditorium, LLCJul 2017 to now
- Legacy InsuranceDec 2014 to now
- Lynchburg Life Saving & First Aid CrewSep 2014 to now
- Caitlin John, LLCFeb 2017 to Aug 2022
- Ronald Dawson/legacy WealthSep 2016 to Aug 2022
- Various Insurance Carriers for W&r Insurance AgenciesSep 2016 to Dec 2016
- Waddell & Reed, IncSep 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (MI, VA).
Legacy Wealth Management Group, Inc.
$289.8MAssets managed
991Clients
7Advisers
3 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
- 6294473
- Firm CRD
- 322235