Advisor at Legacy Investment Strategies, LLC
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Firm
Legacy Investment Strategies, LLC
Location
Baton Rouge, LA
Credentials
Series 66
Industry experience
25 years
Justin Hensel is a financial advisor at Legacy Investment Strategies, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc. and Commonwealth Financial Network. He began his role at Legacy Investment Strategies and LPL Financial LLC in 2025. Legacy Investment Strategies serves individual and high-net-worth clients, as well as small businesses, trusts, estates, pooled vehicles, and charities. The firm offers discretionary portfolio management, financial planning, and referrals to third-party managers, using asset allocation and security selection based on fundamental and technical analysis.
Based on Legacy Investment Strategies, LLC
Up to $7,500 maximum annual fee for financial planning services, negotiable based on complexity
2.00% annually
$250 per hour for financial planning services
Account minimum: $25,000
Baton Rouge, LA
Louisiana
LPL Financial
2025 - Present (1 year)
Legacy Investment Strategies, L.L.C.
2025 - Present (1 year)
Commonwealth Financial Network
2019 - 2025 (6 years)
Ameriprise Financial Services, Inc.
2005 - 2019 (14 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
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.
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.
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.
Series 66
Baton Rouge, LA
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