Ross Luekenga III
Advisor at AZ Legacy Wealth 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 AZ Legacy Wealth 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
AZ Legacy Wealth LLC
Location
Glendale, AZ 85305
Credentials
Series 63, Series 66
Industry experience
19 years
Ross Luekenga is a financial advisor with AZ Legacy Wealth LLC in Glendale, AZ, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has operated as a sole proprietor since 2007 and has been affiliated with AZ Legacy Wealth in various capacities since 2014. In addition to advisory services, he works as an independent insurance agent specializing in life and disability insurance. AZ Legacy Wealth LLC provides discretionary asset and portfolio management primarily to individual clients, managing approximately $52.9 million across about 331 accounts. The firm offers customized investment strategies with an emphasis on long-term holdings, utilizing a Unified Managed Account program and third-party overlay managers.
$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.15% annually Over $1,000,000+: 1.00% annually
Investment Advisor Representative receives separate commissions on insurance products, less than 5% of compensation from external compensation.
Account minimum: $50,000
6751 North Sunset Boulevard, Suite 320
Glendale, AZ 85305
Arizona · Texas
AZ Legacy Wealth, LLC
2020 - Present (6 years)
Legacy Wealth Management, LLC
2016 - 2020 (4 years)
AZ Legacy Wealth, LLC
2014 - Present (12 years)
American Independent Securities Group, LLC
2013 - 2016 (3 years)
Ross Luekenga - Sole Proprietor
2007 - Present (19 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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