Paige Gordon
Investment adviser representative at Legacy Financial Strategies, LLC
11 yearsExperience
1 stateRegistered in
$952MFirm assets
10 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
- Pension consulting
Experience
11 years in the industry.
- Legacy Financial Strategies, LLCJun 2026 to now
- Cgn Advisors, LLCAug 2021 to Jun 2026
- Sabatka & CompanyMar 2021 to Aug 2021
- Kansas State UniversityJul 2020 to May 2023
- Mountain West Office ProductsAug 2015 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8152886
- Firm CRD
- 283553