It's been an exciting and busy time for our team, and we're thrilled to share two big milestones! We're proud to announce our new name and our relocation to the Carlson Towers. We invite you to learn more by visiting www.legacies-wealth.com
About us
At Legacies we are dedicated to one thing – your family. By offering a holistic, values-oriented approach, we simplify and manage your wealth in ways that enhance your life today as you build a legacy for tomorrow.
- Website
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http://www.legacies-wealth.com
External link for LEGACIES
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Minnetonka, Minnesota
- Type
- Privately Held
- Founded
- 1977
Locations
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Primary
Get directions
601 Carlson Pkwy
Suite 1400
Minnetonka, Minnesota 55305, US
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Get directions
212 S Main Street #152
Sioux Falls, SD 57104, US
Employees at LEGACIES
Updates
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Please join us in welcoming Kade Bowar to the team! Kade joins us as a Wealth Associate, providing dedicated day-to-day support for trust administration, planning tasks, and the coordination of fiduciary responsibilities. Kade holds a degree in Economics from Saint John’s University (Collegeville, MN), with minors in Finance and Data Analytics. During his time at Saint John’s, he was a student-athlete on the baseball team and an active member of Omicron Kappa Sigma. We’re glad to have Kade on board and look forward to the impact he’ll make. For more information on our team please visit https://lnkd.in/gKQjUcAt
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Another exciting new hire at Dougherty! Please welcome Karsten Kimsal to the Team! Karsten joins us as a Wealth Associate, collaborating across departments, ensuring clients receive thoughtful guidance and seamless operational support. Karsten graduated from the Carlson School of Management at the University of Minnesota with degrees in Finance and Entrepreneurial Management. He was awarded the prestigious Evans Scholarship—a full tuition and housing scholarship granted to high-achieving golf caddies—after years of dedication at Hazeltine National Golf Club. We are thrilled to have Karsten on the team! For more information on our Team please visit www.doughertywealth.com
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Dougherty is hiring, and we're looking for a Senior Wealth Associate to join our Trust Company team! If you're passionate about client service, wealth management, and working in a collaborative environment, I'd love to connect. This is a great opportunity to be part of a close-knit team that values integrity and long-term relationships. Feel free to reach out or apply directly - we're excited to meet you! https://lnkd.in/g7J5mNdQ
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🌟 Team Spotlight 🌟 We’re pleased to (finally!) welcome Henry Evenson to the Dougherty team! Henry joins us as a Wealth Associate, supporting our clients in financial and wealth management, tax planning, trust administration, and client services. A graduate of Iowa State University with degrees in Finance and Management, Henry has already proven to be a valuable addition to our team. Welcome aboard, Henry — we’re glad to have you with us!
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