Scott Arnburg
Advisor at Legacy Financial Group
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 Financial Group
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.
Location
Des Moines, IA 50312
Credentials
Series 66
Industry experience
15 years
Scott Arnburg is a financial advisor with Legacy Financial Group in Des Moines, IA, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial and Legacy Financial Group since 2010. Outside of his advisory role, he serves on the board of the Dragoon Trail Chapter of the Izaak Walton League of America, a conservation nonprofit. Legacy Financial Group serves individuals, high-net-worth clients, families, retirement plans, and institutions by providing investment management, financial planning, retirement and pension consulting, divorce-related financial consulting, and financial education. The firm employs an active, diversified “total portfolio” management approach that emphasizes long-term holdings with periodic rebalancing and incorporates fundamental and technical analysis.
Based on Legacy Financial Group
Based on Legacy Financial Group
Financial education services charged flat fees or $100 - $150 per student; pension consulting flat fees $750 to $10,000
0.70% to 1.2% depending on account size and other factors with break points for AUM thresholds
Certain IARs are registered representatives and may earn commissions for sales of securities and insurance products; commissions do not exceed 50% of firm revenue and are separate from advisory fees
Financial planning and consulting services charged $150 - $250 per hour; pension consulting hourly fee $150
Fee-only: Financial planning and consulting fees charged hourly at $150 - $250 per hour; pension consulting fees charged hourly at $150 per hour or flat fees ranging from $750 to $10,000 or up to 1.5% of plan assets
6000 Grand Avenue, Suite B
Des Moines, IA 50312
Iowa · Nebraska · Texas
Lpl Financial
2010 - Present (16 years)
Legacy Financial Group, Llc
2010 - Present (16 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Accountant / CPA / tax prep
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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
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Fund sponsor
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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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