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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
  • Other
    • -Selection of Other Advisors

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wealth Legacy Institute, Inc. 6 years Jul 2012 - Present
Full-Time Education 6 years, 8 months Oct 2005 - Jun 2012
Are You
Niels August Jepsen?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Niels Jepsen

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 31, 2016
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Wealth Legacy Institute, Inc.

Last updated on May 6, 2016
    • $277.3M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 174
      number of clients
    • $1.6M
      Estimated Average Account Balance Per Client

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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