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Lance Rappard

Advisor at Legacy Map Design, LLC

Updated today

Firm

Legacy Map Design, LLC

Location

Wichita, KS 67230

Credentials

Series 66

Industry experience

15 years

About

Lance Rappard is a financial advisor with Legacy Map Design, LLC in Wichita, KS, holding a Series 66 designation and 15 years of industry experience. He has worked at Legacy Map Design since 2013 and previously held roles at On Investment Management Co, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of his advisory work, Mr. Rappard serves as president of the Lance Rappard Insurance Agency, where he provides life insurance and annuity recommendations. Legacy Map Design offers portfolio management, financial planning, and business consulting services to individuals, high-net-worth clients, and business entities. The firm employs a non-discretionary investment approach based on modern portfolio theory, emphasizing tailored asset allocation and quarterly reviews documented in individualized Investment Policy Statements.

Client services

Based on Legacy Map Design, LLC

Financial planning Portfolio management Business consulting fees

Expertise

Based on Legacy Map Design, LLC

Wealth management College savings (529s, UTMA, etc.) Debt management

Fee options

Fixed

Financial planning fixed fees between $250 and $10,000; Business consulting start-up fee up to $500; business consulting monthly fees $100 to $1,000 after first year

Percentage

0.90% annually

Project-based

$150 to $250 per hour for financial planning services; $150 per hour for business consulting after first year

Location

1649 S Butternut St

Wichita, KS 67230

Most active in

Kansas

Work history

Legacy Map Design, LLC

2018 - Present (8 years)

Legacy Map Design, LLC

2013 - Present (13 years)

On Investment Management Co

2013 - 2018 (5 years)

The O.N. Equity Sales Company

2013 - 2018 (5 years)

Ohio National Financial Services

2013 - 2018 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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