Derek Weeks is a control person of Legacy Financial Services Group and directly owns 75% or more of it.
Legacy Financial Services Group is an investment adviser based in Traverse City, MI, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $123 million, as filed on 19 May 2026. Its fees, ownership and offices are on the firm’s profile.
Derek E. Weeks is Founder & CEO of Legacy Financial Services Group, based in Traverse City, Michigan. Weeks founded the firm and has built it over a career spanning over 25 years.
- CRD
- 2502350
- Firm
- Legacy Financial Services Group · CRD 140514
- Role
- President
- In role since
- April 2006 · 20 years
- Control person
- Yes
- Direct ownership
- 75% or more
- Firm headquarters
- Traverse City, MI
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- discoverlegacy.net
Where does Derek Weeks work?
Derek Weeks has been President of Legacy Financial Services Group, Inc. since April 2006, and is a control person of the firm.
How can I verify Derek Weeks’ record?
Derek Weeks’ role is listed on Legacy Financial Services Group, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 140514.