Michael Jonathan Maisel
Investment adviser representative at Legacy Financial Advisors, Inc.
12 yearsExperience
1 stateRegistered in
$1.5BFirm assets
15 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 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.
- Legacy Financial Advisors, Inc.Aug 2024 to now
- Fidelity InvestmentsAug 2022 to Aug 2024
- Scaled Up MarketingMay 2021 to Jul 2022
- Thirty21 Scaledup MarketingMay 2021 to Jul 2022
- Mjm ProductionsApr 2021 to Aug 2022
- Pps GroupNov 2020 to Apr 2021
- University of CincinnatiAug 2017 to Apr 2021
- Cooking With CaitlynAug 2017 to Nov 2017
- Wyoming High SchoolAug 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 7613652
- Firm CRD
- 158675