A private wealth advisory practice affiliated with Ameriprise Financial Services, providing investment management, retirement planning, insurance, estate, and small business planning across the Upper Midwest.
Legacy Financial Partners is a private wealth advisory practice affiliated with Ameriprise Financial Services, LLC. The firm provides comprehensive financial strategies including investment management, retirement planning, insurance solutions, estate planning, and small business planning. Its team comprises over 50 financial professionals serving clients across the Upper Midwest.
The practice operates in multiple states, with a presence in Bismarck, North Dakota, as well as South Dakota, Minnesota, Nebraska, Wyoming, and Montana. As an affiliate of Ameriprise Financial Services, Legacy Financial Partners operates within the broader infrastructure and regulatory framework of a nationally recognised financial services firm.
The firm's stated approach centres on a client-first philosophy, emphasising integrity and transparency in working with individuals and families. Its stated goal is helping clients achieve financial confidence and security throughout their lifetime, which encompasses both wealth-building and long-term planning for retirement and estate considerations.
