Legacy Wealth Planning Advertising Profile
Legacy Wealth Planning Company Overview:
Legacy Wealth Planning, LLC is an independent financial services group based in Reno, NV with 5 financial advisers and 3 staff/assistants. We were established in March of 2006 with a managing group of 4 partners, all of whom are still active financial advisers in the firm. We are registered representatives with LPL Financial, regulated by the Financial Industry Regulatory Authority (FINRA) and intend to remain in this capacity. Since it's necessary as registered representatives to use a broker dealer to facilitate our compliance and trading, we have chosen LPL Financial. LPL is the nation's largest independent broker-dealer*, a top RIA custodian, and a leading independent consultant to retirement plans. LPL is an enabling partner to more than 13,900 financial advisers and approximately 700 financial institutions, for a total of more than 17,000 financial professionals. *As reported in Financial Planning Magazine, 1996-2014, based on total revenue.
Primary Address
10599 Double R Boulevard
Reno, NV 89521
Legacy Wealth Planning Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Legacy Wealth Planning. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Legacy Wealth Planning's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Legacy Wealth Planning have?
Legacy Wealth Planning has 1 unique brands.
How much does Legacy Wealth Planning spend on media?
It is unknown how much Legacy Wealth Planning spends on media.
Legacy Wealth Planning
Reno, NV
AORCreativeDigitalMedia BuyingMedia Planning
Legacy Wealth Planning Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Legacy Wealth Planning marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Legacy Wealth Planning?
The chief marketing officer at Legacy Wealth Planning is N/A.
How big is the Legacy Wealth Planning Marketing Team?
There are 1 staff members currently involved in marketing for Legacy Wealth Planning.
Mason M.
Financial Advisor
NV
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Legacy Wealth Planning Ad Spend 2025
This section digs into the specifics of the advertising spend at Legacy Wealth Planning and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Legacy Wealth Planning Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Legacy Wealth Planning, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
Legacy Wealth Planning Media Mix
Explore a detailed breakdown of the last 12 months media spending for Legacy Wealth Planning across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
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Legacy Wealth Planning Social Media Marketing Ad Spend
See whether Legacy Wealth Planning is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.