LIS Management Team

Investment Guidelines

LIS Management Team

Legacy Investment Strategies (LIS) was created and is managed by Bradley Jerome, President of Legacy Financial Group. LIS supporting management, investment insights, and trading execution are provided by Shane Heddy, Director of Planning. Together they collaborate with industry leading third-party economic and investment teams which include Fidelity Advisor, American Funds, Morningstar, and Jackson National. Frequent conversations with these experts help shape the timing and decisions that are made within the LIS models. Axos Advisor Services is the custodian for the LIS models.

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Contact Us

Address: 8200 S SAGINAW ST.

SUITE 300
GRAND BLANC, MI 48439

Phone: 810-694-6500

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Hours

Mon: 8:00AM-4:30PM

Tue: 8:00AM-4:30PM

Wed: 8:00AM-4:30PM

Thu: 8:00AM-4:30PM

Fri: 8:00AM-4:30PM

Sat: By Appointment

Sun: Closed

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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. View Form CRS

This communication is strictly intended for individuals residing in the states of CO, FL, HI, IL, IN, MD, MI, MO, NC, OH, PA, TX, UT, VA, and WA.
No offers may be made or accepted from any resident outside the specific state(s) referenced.

PLEASE NOTE: When you link to any of the websites displayed
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Investment Guidelines

LIS Management Team

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