Advisor at Legacy Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Legacy Wealth Management, LLC
Location
Saint Cloud, FL
Credentials
Series 63, Series 65
Industry experience
3 years
Joseph Schreiner is a financial advisor at Legacy Wealth Management, LLC with three years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2021 to 2025 and spent over a decade at Publix supermarkets before entering the financial services field. Schreiner is also involved in insurance sales as part of his broader financial planning activities. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial consulting, and access to a wide range of investment options through a multi-team platform.
Based on Legacy Wealth Management, LLC
Based on Legacy Wealth Management, LLC
Financial planning fees up to $50,000 per year, negotiable based on scope and complexity.
0.0% to 2.50% annually (negotiable based on account size, complexity, etc.)
Insurance commissions earned by advisory persons are separate and in addition to advisory fees; annuity commissions up to 1.5% per sale.
Performance-based fees negotiated separately up to 20% of account growth for qualified clients (minimum $1.1 million assets or $2.2 million net worth).
Monthly subscription fees for ongoing financial planning and advisory services.
Saint Cloud, FL
Florida
Legacy Wealth Managment, LLC
2025 - Present (1 year)
Northwestern Mutual Wealth Management Company
2023 - 2025 (2 years)
Northwestern Mutual Investment Services LLC
2022 - 2025 (3 years)
Northwestern Mutual Life Insurance Company
2021 - 2025 (4 years)
Publix supermarkets
2010 - 2021 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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