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Unified Legacy Advisors Employee Directory

Financial ServicesNebraska, United States11-50 Employees

Unified Legacy Advisors operates in the financial services sector with a focus on retirement planning. The firm pursues a comprehensive approach that includes protecting existing assets, managing current holdings, and estimating future cash flows and investments. Asset protection is treated as a fundamental element of a retirement plan, reflecting clients' savings and home equity. The practice is a small to midsize firm.

In addition to investment planning, Unified Legacy Advisors offers Long-Term Care and Life Insurance services. Advisory services are provided through The Patriot Financial Group, LLC, doing business as Unified Legacy Advisors, with offices in Omaha and Lincoln, Nebraska.

Find Unified Legacy Advisors employees' phone numbers or email addresses

Unified Legacy Advisors Global Highlights

Location
Employees

North America
15

Minus sign iconPlus sign icon
  • United States Of America
    15

Unified Legacy Advisors's Leadership

  • Stylized image of a person
    R. B.
    Ceo/Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. N.
    Co-Founder, Investment Advisor Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. N.
    Co-Founder, Investment Advisor Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. H.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. K.
    Marketing- Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. A.
    Investment Advisory Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. C.
    Client Services Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. F.
    Investment Advisor Representative And Cfp®
    Phone icon
    Mobile Phone

Unified Legacy Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Program & Project Management
  • Accounting
  • Administrative
  • Other

Contact profiles from Unified Legacy Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. N.
    Co-Founder, Investment Advisor Representative
    Phone icon
    Mobile Phone
    United StatesNebraska
    Feb 27, 2026
  • Stylized image of a person
    S. N.
    Co-Founder, Investment Advisor Representative
    Phone icon
    Mobile Phone
    United StatesNebraska
    Mar 24, 2026
  • Stylized image of a person
    R. B.
    Ceo/Founder
    Phone icon
    Mobile Phone
    United States
    Jan 27, 2026
  • Stylized image of a person
    B. H.
    Director Of Operations
    Phone icon
    Mobile Phone
    United StatesNebraska
    Apr 15, 2026
  • Stylized image of a person
    P. K.
    Marketing- Manager
    Phone icon
    Mobile Phone
    United StatesNebraska
    Apr 16, 2026
  • Stylized image of a person
    S. A.
    Investment Advisory Representative
    Phone icon
    Mobile Phone
    United StatesNebraska
    Feb 27, 2026
  • Stylized image of a person
    T. C.
    Client Services Associate
    Phone icon
    Mobile Phone
    United StatesNebraska
    Apr 15, 2026
  • Stylized image of a person
    R. F.
    Investment Advisor Representative And Cfp®
    Phone icon
    Mobile Phone
    United StatesVermont
    Apr 15, 2026

Frequently Asked Questions

What is Unified Legacy Advisors known for?

Minus sign iconPlus sign iconUnified Legacy Advisors operates in the Financial Services industry. The company's main headquarters is located in 17002 Marcy Street Suite 120 Omaha, Nebraska 68118 United States. Explore Unified Legacy Advisors's company overview page for more information.

What is Unified Legacy Advisors's most common email format?

Minus sign iconPlus sign iconUnified Legacy Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Unified Legacy Advisors email formats with LeadIQ.

How many employees does Unified Legacy Advisors have currently?

Minus sign iconPlus sign iconUnified Legacy Advisors has approximately 12 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Unified Legacy Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Unified Legacy Advisors's key employees include:

  • Ceo/Founder: R. B.
  • Co-Founder, Investment Advisor Representative: M. N.
  • Co-Founder, Investment Advisor Representative: S. N.
  • Director Of Operations: B. H.
  • Marketing- Manager: P. K.

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