Legacy Financial Services

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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, including 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.

Markets were mixed last week, though persistent pressure on technology stocks made the week feel more challenging for so...
10/26/2026

Markets were mixed last week, though persistent pressure on technology stocks made the week feel more challenging for some investors. The Standard & Poor’s 500 Index lost 0.47 percent, while the Nasdaq Composite Index declined 0.71...

Our team had the privilege of attending another year of Midwestern Securities’ annual forum! It was an impactful two-day...
10/23/2026

Our team had the privilege of attending another year of Midwestern Securities’ annual forum! It was an impactful two-day event dedicated to growth, collaboration, and connection. John and Darren had the opportunity to represent Legacy Financial Services on a panel discussion.

We are proud to share that Dana and John both received the Harvester Award for their advisor levels! Additionally, John was promoted to an E2 (Established Advisor), which acknowledges his career growth and dedication to clients. 🎉🏆

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
10/22/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Stocks were under pressure last week as corporate earnings results, rising oil prices, and AI valuation anxieties unsett...
10/19/2026

Stocks were under pressure last week as corporate earnings results, rising oil prices, and AI valuation anxieties unsettled investors. The Standard & Poor’s 500 Index lost 1.95 percent, while the Nasdaq Composite Index declined 4.48...

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experi...
10/15/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

Stocks ended last week higher after an up-and-down week where a kitchen sink of economic, geopolitical, and AI-related e...
10/12/2026

Stocks ended last week higher after an up-and-down week where a kitchen sink of economic, geopolitical, and AI-related events competed for investors’ attention. The Standard & Poor’s 500 Index rose 1.15 percent, while the Nasdaq...

Today, we celebrate National Farmers Day by recognizing the hard work, dedication, and resilience of the farmers who hel...
10/12/2026

Today, we celebrate National Farmers Day by recognizing the hard work, dedication, and resilience of the farmers who help feed our communities and strengthen our local economy.

Our team is proud to support the farming families and agricultural businesses in our community by helping them develop personalized financial plans that reflect their unique goals, protect their livelihoods, and plan for future generations. 🚜🌽🐮

Today and every day, we’re grateful for the farmers who keep our communities growing! 🌱

Our office will be closed tomorrow, Monday, October 12, for employee training and will resume normal business hours on T...
10/11/2026

Our office will be closed tomorrow, Monday, October 12, for employee training and will resume normal business hours on Tuesday, October 13.

10/08/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

Stocks ended last week mixed as a tug-of-war between strong economic data, cooler job growth, and decades-high Treasury ...
10/06/2026

Stocks ended last week mixed as a tug-of-war between strong economic data, cooler job growth, and decades-high Treasury yields played out. The Standard & Poor’s 500 Index edged down 0.27 percent, while the Nasdaq Composite Index rose...

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

Website

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