Legacy Private Wealth Advisors

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Legacy Private Wealth Advisors
Team photo for Legacy Private Wealth Advisors

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Advisors

Advisor photo for Stacey Fredrickson

Stacey Fredrickson

CRPC, CLTC®

Private Wealth Advisor

Franchise Owner
Visit Stacey Fredrickson's website
Advisor photo for Rory Peterson

Rory Peterson

CFP®, CRPC, LUTCF®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Rory Peterson's website
Advisor photo for Ben Huff

Ben Huff

AAMS®, APMA®

Financial Advisor

ACCREDITED ASSET MANAGEMENT SPECIALIST™
Visit Ben Huff's website
Advisor photo for Adam Andersen

Adam Andersen

Financial Advisor

Visit Adam Andersen's website


Team

Brooke Carlson

Brooke Carlson

Administrative Assistant

Kina Kendall

Kina Kendall

Executive Assistant

Qualifications

  • Public Notary
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Caroline Peterson

Caroline Peterson

Administrative Assistant

Jake Fredrickson

Jake Fredrickson

Operations Director

Kathleen Bills

Kathleen Bills

Administrative Assistant

Virginia Bugh

Virginia Bugh

Administrative Assistant

Ruth Huff

Ruth Huff

Executive Assistant