Timothy Kadlec has been Chief Investment Officer of Legacy Bridge since October 2015, is a control person of the firm and directly owns under 5% of it.
Legacy Bridge, LLC is a West Des Moines, IA firm with $426M under management, 67 clients and 3 advisers in one office, as of its March 2026 filing.
Tim Kadlec is Chief Investment Officer of Legacy Bridge. He has managed consolidated investment portfolios for high-net-worth families, private foundations and endowments. He oversaw a team of investment managers at Wells Fargo Private Bank.
- – present · 10 yearsWest Des Moines, IA · Adviser representative · Firm CRD 282261
Investment adviser representative registrations
Timothy Kadlec is registered as an investment adviser representative in Iowa, since February 2016.
- IowaSince 4 February 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 February 2016 |
| Series 7 | General Securities Representative Examination | 30 June 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Timothy L Kadlec
- CRD
- 4814854
- Firm
- Legacy Bridge · CRD 282261
- Role
- Chief Investment Officer
- Office
- 5810 Grand Ave, West Des Moines, IA 50266
- Registration
- Investment adviser registration
- In the industry since
- February 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legacybridgepfo.com
Where does Timothy Kadlec work?
Timothy Kadlec has been Chief Investment Officer of Legacy Bridge, LLC since October 2015, and is a control person of the firm.
Is Timothy Kadlec a financial advisor?
Yes. Timothy Kadlec has a current investment-adviser registration in Iowa, through Legacy Bridge since February 2016.
How many years of experience does Timothy Kadlec have?
Timothy Kadlec has 10 years in the financial industry, since February 2016, across 1 adviser firm.
What exams has Timothy Kadlec passed?
Timothy Kadlec has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in June 2004.
Where is Timothy Kadlec based?
Timothy Kadlec’s registered office is in West Des Moines, IA.
Is Timothy Kadlec registered with FINRA?
No. Timothy Kadlec has no current broker registration.
How can I verify Timothy Kadlec’s record?
Search CRD 4814854 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Kadlec’s full registration record.
- Suzanne HammerCCO
- Michael ZuendelCEO