Legacy Financial Services

Legacy Financial Services We help build financial plans to fit your unique needs, wants, and long-term goals. Legacy Financial Services is a division of Bank of Luxemburg (BOL).

We work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to our collaborative and transparent methods, we want you to always know where you stand. Securities are not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, in

cluding possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and BOL are not affiliated. Information provided by Registered Representatives of MSTC is neither tax nor legal advice. Investors should speak to their tax professionals for specific information regarding their individual tax situations. Third-party posts that appear on this social media site have not been reviewed or approved by Midwestern Securities or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third parties does not necessarily reflect the views or opinions of Midwestern Securities or its advisers. Some third-party posts may be reviews or testimonials. Midwestern Securities does not provide compensation for such reviews/testimonials. Reviews and testimonials may not be representative of the experience of other clients. To learn more about the securities industry, visit the following industry websites:
www.finra.org
www.sipc.org

Check the background of this financial professional on FINRA's BrokerCheck. https://brokercheck.finra.org/


This communication is strictly intended for individuals residing in the United States.

Stocks largely advanced over a V-shaped week as the AI trade, led by chip stocks, pushed the S&P 500 and Nasdaq averages...
07/13/2026

Stocks largely advanced over a V-shaped week as the AI trade, led by chip stocks, pushed the S&P 500 and Nasdaq averages higher amid renewed conflict. The Standard & Poor’s 500 Index rose 1.23 percent, while the Nasdaq Composite Index...

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07/09/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

Markets notched a solid gain over a shortened trading week as investors cheered ongoing diplomatic efforts in the Middle...
07/06/2026

Markets notched a solid gain over a shortened trading week as investors cheered ongoing diplomatic efforts in the Middle East. The Standard & Poor’s 500 Index rose 1.77 percent, while the Nasdaq Composite Index advanced 2.12 percent....

Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

Although the U.S. markets are closed today, July 3rd, our offices remain open and our team is here to assist you.We wish...
07/03/2026

Although the U.S. markets are closed today, July 3rd, our offices remain open and our team is here to assist you.

We wish everyone a safe, happy, and enjoyable Fourth of July weekend!

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
07/02/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

Welcome, Legacy Financial Services' newest team member and operations manager, Susan Russel!Susan focuses on enhancing o...
06/30/2026

Welcome, Legacy Financial Services' newest team member and operations manager, Susan Russel!

Susan focuses on enhancing operational efficiency and supporting the team in delivering exceptional client service. With a strong background in process improvement and complex systems management, Susan is dedicated to creating seamless experiences that help clients feel well supported throughout their financial journey.

Stocks ended mixed as falling oil prices helped lift the Dow Industrials, while concerns about AI valuation put pressure...
06/29/2026

Stocks ended mixed as falling oil prices helped lift the Dow Industrials, while concerns about AI valuation put pressure on the broader market. The Standard & Poor’s 500 Index fell 1.95 percent while the Nasdaq Composite Index skidded...

Stay ahead this year with this handy Personal Finance Calendar.
06/25/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Stocks rose over the shortened trading week as investors digested developments in the Middle East while the Fed held sho...
06/22/2026

Stocks rose over the shortened trading week as investors digested developments in the Middle East while the Fed held short-term rates steady. The Standard & Poor’s 500 Index rose 0.93 percent through Thursday’s close, while the Nasdaq...

This Father's Day, we’re taking a moment to celebrate the father on our team, John, and all the fathers who shape our li...
06/21/2026

This Father's Day, we’re taking a moment to celebrate the father on our team, John, and all the fathers who shape our lives!

To all the dads, grandfathers, and father-figures, thank you for your love, strength, and endless support.

Address

630 Main Street
Luxemburg, WI
54217

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(920)8455818

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