Brooklyn Rose Maldonado
Investment adviser representative at Legacy Financial Strategies, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Legacy Financial Strategies, LLCJun 2024 to now
- Stepp & Rothwell, Inc.Jul 2022 to Jun 2024
- Stepp & Rothwell, Inc.Jun 2021 to Jun 2022
- Stepp & Rothwell, Inc.Jun 2020 to May 2021
- State StreetJan 2020 to Mar 2020
- University of Missouri-kansas CityAug 2018 to May 2021
- Yankton High SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7717415
- Firm CRD
- 283553