LFN ADVISORS INC.
Adviser information for LFN ADVISORS INC. last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 34 | $2.4M |
| Non-Discretionary | 0 | $0 |
| Total | 34 | $2.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 34 | $2.4M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 525 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMSOLICITOR FEES |
Identifiers
| SEC RIA File Number | 801-114705 |
|---|---|
| SEC ERA File Number | 801-114705 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169361 |
| Legal Entity Identifier | None |
Principal Office
700 TERRACE POINT DR.SUITE 325
MUSKEGON
MI
United States
Monday - Friday, 9-5
Tel: 616-589-4004, Fax: 888-900-9135
Websites
legacyfinancialnetwork.com
www.linkedin.com/in/michaeljaymarkeyjr/
www.linkedin.com/company/legacy-financial-network-of-grand-rapids
www.legacyfinancialnetwork.net/life-insurance-lpz3423138
www.facebook.com/lfnfinancialservices/
www.legacyfinancialnetwork.net/lp
thefinancialhq.com/legacyfinancialnetwork.us
www.instagram.com/legacy.financial.network/
theincomenerds.com/
thefamilytrustee.com/
Chief Compliance Officer
MICHAEL MARKEY
MANAGING MEMBER
700 TERRACE POINT DR.
STE 325
MUSKEGON
MI
United States
Tel:
616-589-4004
Fax:
888-900-9135
M*************@*************************M
(Full email address available in API data)
Industry Affiliates
| LEGACY FINANCIAL NETWORK | Insurance company or agency |
| WATERWAY, WILHOLT, WORFEL, & BRONSINK LLC | Trust company |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARKEY, MICHAEL, J | Individual | – | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | 10/2013 | > 75% |