Jason Frank's Contact Details

Jason Frank's Company Details

Legacy Capital Wealth Management

Forest Lake, MN, US • 5 - 9 Employees
Financial Services

Legacy Capital Wealth Management is dedicated to helping you pursue your financial goals and life aspirations by developing an investment portfolio and planning foundation in a manner consistent with your risk profile. As your financial partner, we listen and respond appropriately to your needs, using clear and simple language. We offer a high level of personal service, innovative strategies, and a promise to always act in your best interest. This is accomplished by implementing a wealth management and investment philosophy complemented by a disciplined investment procedure customized to each client's specified needs.Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, CA, FL, ID, IL, MI, MN, ND, OR, WI