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Phone

Main: 952-893-5555

Toll Free: 800-856-3145

Fax: 952-893-5560

EMAIL

info@lfamn.com

Legacy Financial Advisors, Inc

3500 American Blvd. West

Suite 675

Bloomington, MN 55431

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Legacy Financial Advisors Corporation is a Securities and Exchange Commission registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

FIVE STAR Wealth Managers are nominated by their industry peers. They are asked to identify one or more wealth managers they know to have an established practice, good client relationships and a strong reputation. Award winners must satisfy various criteria including being actively employed as an industry professional for a minimum of 5 years, having maintained a favorable regulatory history, and accepting new clients. Additional review considerations include client retention rate, assets under management, the number of client households and industry credentials. Professionals do not pay a fee to be considered or placed on the final award list. The FIVE STAR award is not indicative of a wealth manager’s future performance.

CLIENT RELATIONSHIP SUMMARY FORM ADV PART 3

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