Lance Rappard
Advisor at Legacy Map Design, 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.
Advisor at Legacy Map Design, 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 Map Design, LLC
Location
Wichita, KS 67230
Credentials
Series 66
Industry experience
15 years
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.
Based on Legacy Map Design, LLC
Based on Legacy Map Design, LLC
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
0.90% annually
$150 to $250 per hour for financial planning services; $150 per hour for business consulting after first year
1649 S Butternut St
Wichita, KS 67230
Kansas
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)
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Insurance agent
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Trust company
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Fund sponsor
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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
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