0001622950-14-000002.txt : 20141204 0001622950-14-000002.hdr.sgml : 20141204 20141204115641 ACCESSION NUMBER: 0001622950-14-000002 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20141023 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LEGACY WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001622950 IRS NUMBER: 200035809 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-04204 FILM NUMBER: 141265569 BUSINESS ADDRESS: STREET 1: 1009 W. GLEN OAKS LANE STREET 2: SUITE 103 CITY: MEQUON STATE: WI ZIP: 53092 BUSINESS PHONE: 262-518-0347 MAIL ADDRESS: STREET 1: 1009 W. GLEN OAKS LANE STREET 2: SUITE 103 CITY: MEQUON STATE: WI ZIP: 53092 MA-I 1 primary_doc.xml MA-I 0001622950 XXXXXXXX Barbara Olson 608-283-2648 barbara.olson@quarles.com N Michael William Scalise 001855608 N 1 0001622950 LEGACY WEALTH MANAGEMENT, LLC 01-14-2014 N 10-23-2014 0001622950 LOCATED SUPERVISED 10-23-2014 1009 W. GLEN OAKS LANE SUITE 103 MEQUON WI 53092 01-2014 Legacy Wealth Management, LLC Mequon WI 53092 Y Y Financial Adviser 05-2000 12-2013 Robert W. Baird & Co., Incorporated Milwaukee WI 53202 Y Y Director N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 10-23-2014 Lawrence R. Kinney Managing Member