Todd Witcraft has been Chief Executive Officer, Treasurer, CCO of Legacies Wealth since October 2025, is a control person of the firm and directly owns between 50% and 75% of it. Todd Witcraft holds a Degree in accounting from Saint John's University (Collegeville, MN).
Legacies Wealth LLC is a Minnetonka, MN firm with $505M under management, 87 clients and 3 advisers in one office, as of its May 2026 filing.
Todd Witcraft is CEO, CIO, and Founder of Legacies Wealth. His career has spanned several leadership positions at Minneapolis family offices and registered investment advisory firms. He advises high-net-worth families on investment management, tax and financial planning, business succession, estate strategies and philanthropic planning.
Todd Witcraft’s longest registration is the current one, 8 years at Legacies Wealth since 2018. Before joining Legacies Wealth in 2018, Todd Witcraft was registered through Kestra Advisory Services, LLC and Northrock Partners, LLC.
- Legacies Wealth LLCCurrent– present · 8 yearsMinnetonka, MN · Adviser representative · Firm CRD 143138
- Kestra Advisory Services, LLC– · 1 yearMinnetonka, MN · Adviser representative · Firm CRD 283330
- Northrock Partners, LLC– · 1 yearMinneapolis, MN · Adviser representative · Firm CRD 167908
Professional designations
Listed by Legacies Wealth
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
Todd Witcraft is registered as an investment adviser representative in Minnesota, since March 2018.
- MinnesotaSince 1 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 22 June 1990 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 June 1990 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Todd David Witcraft
- CRD
- 2067534
- Firm
- Legacies Wealth · CRD 143138
- Role
- Chief Executive Officer, Treasurer, CCO
- Office
- 601 CARLSON PARKWAY, SUITE 1400, Minnetonka, MN 55305
- Registration
- Investment adviser registration
- In the industry since
- October 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legacies-wealth.com
Where does Todd Witcraft work?
Todd Witcraft has been Chief Executive Officer, Treasurer, CCO of Legacies Wealth LLC since October 2025, and is a control person of the firm.
Is Todd Witcraft a financial advisor?
Yes. Todd Witcraft has a current investment-adviser registration in Minnesota, through Legacies Wealth since March 2018.
How many years of experience does Todd Witcraft have?
Todd Witcraft has 11 years in the financial industry, since October 2014, across 3 adviser firms.
What exams has Todd Witcraft passed?
Todd Witcraft has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in June 1990.
Where did Todd Witcraft work before Legacies Wealth?
Before Legacies Wealth, Todd Witcraft was registered through Kestra Advisory Services, LLC, May 2016 to February 2018; Northrock Partners, LLC, October 2014 to May 2016.
Where is Todd Witcraft based?
Todd Witcraft’s registered office is in Minnetonka, MN.
Is Todd Witcraft registered with FINRA?
No. Todd Witcraft has no current broker registration.
How can I verify Todd Witcraft’s record?
Search CRD 2067534 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Witcraft’s full registration record.