Companies > The Legend Group

For over 45 years, The Legend Group has been helping investors work toward their financial goals. Our history is rooted in the development of products and services for retirement plans, and over the years we have played an influential role in the evolution of the §403(b) retirement plan market.

Today, Legend is a full service investment planning firm offering a wide range of investment options, professional asset management services, retirement planning, college savings plans, insurance products and non-qualified accounts.

Our nationwide network of financial advisors is prepared to guide investors in setting attainable goals and assist in designing investment strategies to help achieve them.

As a subsidiary of Waddell and Reed Financial, Inc. (WDR), Legend has access to the resources of one of the most enduring mutual fund and financial planning complexes in the U.S. This relationship lends support to our initiatives as we continue to build upon a solid foundation of excellence and innovation.

Securities offered through Legend Equities Corporation, member FINRA (www.finra.org)/SIPC (www.sipc.org)

Advisory services offered through Legend Advisory Corporation, a registered investment adviser

Followers of The Legend Group may include clients. No client was solicited or compensated to sign up as a follower of our firm. The appearance of followers is not an endorsement of The Legend Group or any of its affiliates. It is not known if followers approve or disapprove of the firm’s products and services.

Specialties

investment guidance, retirement planning, investment management, income generation strategies