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Ross Luekenga III

Advisor at AZ Legacy Wealth LLC

Updated today
AZ Legacy Wealth LLC logo

Firm

AZ Legacy Wealth LLC

Location

Glendale, AZ 85305

Credentials

Series 63, Series 66

Industry experience

19 years

About

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.

Client services

Based on AZ Legacy Wealth LLC

Portfolio management Selection of other advisers

Expertise

Based on AZ Legacy Wealth LLC

ESG / Sustainable investing Tax-loss harvesting

Fee options

Percentage

$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.15% annually Over $1,000,000+: 1.00% annually

Commissions

Investment Advisor Representative receives separate commissions on insurance products, less than 5% of compensation from external compensation.

Other

Account minimum: $50,000

Location

6751 North Sunset Boulevard, Suite 320

Glendale, AZ 85305

Most active in

Arizona · Texas

Work history

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)

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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Ryan B

Series 65

Phoenix, AZ

Betts LLC

Wealth management
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Nicholas G

Series 63, Series 65

Phoenix, AZ

FMT Investment Advisory

Options & derivatives strategies Concentrated stock management Private / alternative investments
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Alan N

CFP®, Series 63, Series 66

Phoenix, AZ

Norris Wealth Management, LLC

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning General estate planning guidance Founder/Business Owner

Anthony S

CFP®

Phoenix, AZ

Dynamic Financial Planning

Hi, I'm Anthony – a CFP® and father of three who specializes in helping successful professionals turn scattered financial decisions into a coordinated wealth-building strategy. You're doing well, but between stock options, tax planning, debt payoff, and investment choices, there are too many moving pieces to navigate without the right financial partner. I started Dynamic Financial Planning because I watched too many successful professionals struggle with this. Traditional AUM models ignore you during your most critical wealth-building years, leaving you to figure it out alone when the stakes are highest. The Dynamic Approach is different: ✔ Human-first planning that meets you where you are – progress over perfection, always. Your financial house gets built with architecture designed for your real life, not some textbook scenario. ✔ Purpose-driven strategy that starts with your "why." When we're clear on what you're building toward, every decision becomes easier. We invest early and often because your dreams can't wait for perfect timing. ✔ Complete wealth architecture whether you're breaking free from debt to build serious assets or protecting substantial wealth for your family's future. ✔ True partnership that delivers what you really want: optimized returns, protected wealth, and the confidence to actually enjoy your success instead of constantly worrying about it. The result? You sleep better knowing your financial foundation is solid, and your family's future is secure. I'm easy going and enjoy working with people virtually or in-person at times that are convenient for them. At the end of the day, my goal is to earn your trust and build you the financial house that you deserve. Schedule: https://www.dynamic-fp.com/schedule Message: anthony@dynamic-fp.com Virtual planning nationwide: New York San Francisco Los Angeles Santa Monica San Diego Las Vegas Austin Houston Dallas Miami Chicago Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming In-person planning: Scottsdale Phoenix Gilbert Chandler Mesa Cave Creek Peoria Glendale

Equity Recipients (RS/RSU, SOP, ESPP) Young Families FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
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Joel B

Series 63, Series 65

Peoria, AZ

21:5 Advisors, LLC

Annuities General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting Debt management
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Joyce R

CFP®, Series 63, Series 65

Phoenix, AZ

Five Peaks Financial Consulting, Inc.

General retirement planning Income planning General tax planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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