Skip to content

Legacy Investment ServicesFinancial advisor in Appleton, WI

Legacy Investment Services is a financial advisor at 5107 N Ballard Rd Ste 200, Appleton, WI 54913, ranked #4 of 111 financial advisors in Appleton and rated 5.0 from 24 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Appleton, WIUpdated 0 paid placements in any rankingHow we rank

Call (920) 730-9620Website ↗

Key facts

Key facts about Legacy Investment Services
Address5107 N Ballard Rd Ste 200, Appleton, WI 54913Get directions
Phone(920) 730-9620
Websitelegacy-investment-services.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 24 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Appleton and 11 towns within 25 miles: Little Chute, Kaukauna, Menasha, Neenah, De Pere, Ashwaubenon, Allouez, Howard, Oshkosh, Green Bay and Bellevue.

Based in Appleton, WIView on map

Opening hours

Opening hours for Legacy Investment Services
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Legacy Investment Services

How is Legacy Investment Services ranked in Appleton?

Legacy Investment Services is ranked #4 of 111 financial advisors in Appleton by RFA Score, with 73 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Legacy Investment Services’ hours?

Legacy Investment Services is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Legacy Investment Services serve?

Serves Appleton and 11 towns within 25 miles: Little Chute, Kaukauna, Menasha, Neenah, De Pere, Ashwaubenon, Allouez, Howard, Oshkosh, Green Bay and Bellevue. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Legacy Investment Services?

Legacy Investment Services has a rating of 5.0 from 24 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Legacy Investment Services?

Call Legacy Investment Services on (920) 730-9620. The business is at 5107 N Ballard Rd Ste 200, Appleton, WI 54913. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Legacy Investment Services? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Legacy Investment Services compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Legacy Investment Services (this business)—735.0 (24)NoNo
McGlone Suttner Wealth Management#2775.0 (72)NoNo1.4 mi
Watermark Financial Services Inc#3765.0 (59)NoNo5.0 mi
Endowment Wealth Management, Inc.#5724.8 (22)NoNo7.3 mi

See all 111 ranked financial advisors in Appleton