A Better Way of Life for Boomers, Seniors and Retirees
Legacy Wealth Strategies, L.L.C. and Legacy Estate Planning Group, Inc. are true comprehensive wealth management firms, combining the knowledge of licensed attorneys, financial advisors and insurance planners.
Established in 2000, and in business in its current form since 2005, Legacy Wealth Strategies, L.L.C. and Legacy Estate Planning Group, Inc. are regional leaders in estate planning and senior and boomer related financial issues. The company is also recognized and noted for its knowledge, expertise and specialization with large life insurance needs and fixed investments, annuity and Medicaid programs, cash management, asset management and charitable asset programs and distribution.
The company regularly consults with other professionals and businesses in large estate succession and charitable matters. The company regularly shares its knowledge through public/private seminars in the region as well as offering continuing educational workshops for insurance professionals and accountants throughout Nebraska and the Midwest.
We maintain licensing as a Registered Investment Advisor in Nebraska and the state insurance departments in Nebraska, South Dakota, and Iowa. We maintain membership in the Million Dollar Round Table. Membership is granted only to professionals who honor and abide by a strict code of ethics above and beyond the industry requirements and open only to a small group of top financial professionals internationally.
Our Mission
Robert J. Brown, JD, MPA
President and Founder
An Omaha native, since attending Creighton University as a Law Student, he is the President of Legacy Estate Planning Group, Inc., a Registered Investment Advisor in Nebraska and Managing member of Legacy Wealth Strategies, LLC, an Insurance Agency dedicated to protecting and preserving assets through creatively employing strategies for growing and maintaining retirement income, assets and legacy objectives for the firm’s clients and families, continuously through its predecessor firm and in its current operating form since 2000.
Robert is a decades long life insurance agent in Nebraska, Iowa and South Dakota, as well as a licensed Attorney and member of the Nebraska State Bar Association. Additionally, he is a Life and Qualifying Member of the financial industry’s prestigious Million Dollar Roundtable for leading financial advisors providing ethical and superior service consistently since 2005, including multiple Court of the Table qualifications.
A graduate of Creighton University School of Law and Northern Arizona University, earning a Master’s Degree in Public Administration he was awarded the prestigious Charles Esser Outstanding Arizona Graduate Public Administration Student. He received his Bachelor’s degree in Political Science, with honors, from Western Illinois University.
Through his background, he has served in roles as varied as U.S. Senate and Gubernatorial campaign coordinator/staff member, State Agency Analyst, Legal Clerk for a distinguished Criminal Defense Attorney and practiced law privately, representing professional athletes, Fortune 500 CEO’s and business leaders. His business experience included involvement in the development of health and fitness clubs and commercial real estate properties. This experience led to his establishing an Estate and Business planning law firm directing, developing, drafting and implementing hundreds of estates and legal entities including farm and businesses. Recently, he has transitioned to solely assisting his clients in the full time independent financial advisory practice through the Legacy Group of Companies.
His extensive involvement in these endeavors in the areas of law, management, government and business has afforded him opportunities to publish numerous articles locally and nationally, and In Forbes business relating to Estate and business planning. Furthermore, this skill set and expertise has enabled Mr. Brown to lead his firm from a multi-disciplinary approach necessary to guide clients through a complex maze of finance, tax, legal, regulatory and political issues affecting all financial decisions, recommendations and outcomes.
In addition to working with hundreds of clients and families and advising agents, Robert is a graduate of the Bellevue, Nebraska Leadership program and has been honored with numerous awards for his efforts, by multiple Insurance carriers and financial institutions, including serving as a past board member of a large financial organization. He is annually involved in community based civic oriented initiatives including the Open Door Mission and Salvation Army in Omaha, Nebraska. An avid Sports and Creighton Bluejays fan, he can be found at most Bluejays basketball games during the season.
Brenda O.
Administrative, Business Operations & Project Coordinator
Responsible for Business Operations and Administration Functions
Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
JEREMY BRYAN, CFA®
Portfolio Manager of Gradient Investments, LLC
KEITH GANGL, CFA®
Portfolio Manager of Gradient Investments, LLC
TYLER ELLEGARD, CFA®
Portfolio Manager of Gradient Investments, LLC
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.