CONNECT

Address:


430 N. Main Street

East Peoria
, IL 61611

Phone:

Toll Free: (800) 665-7920

Fax/Other:

(309) 699-8889

Marc G Minor, RFC

President & CEO

 

Financial Advisor

Legacy Investment Services, Inc.

Background/Focus

Marc has helped hundreds of people pursue financial independence by taking an educational approach to the complex world of retirement and estate planning.  Legacy Investment Services, Inc. is dedicated to a best-of-class investment philosophy.

Marc's vision was to create a "complete" resource center for individuals to utilize for investment and retirement research without paying a fee for service. Since, Marc has developed 22 such centers and his model has realized notable growth.

Professional Experience:

  • Tenure – 18+ years, Investment & Retirement
  • President and CEO of Legacy Investment Services, Inc., an Illinois corporation.  Responsibilities include oversight of central U.S. operations, mergers & acquisitions.
  • Co-Developed seminar partnerships with the US Department on Aging, Senior Services Associations, American Arthritis Foundation, Peoria Federation of Teachers, National City Bank Trust Departments, Southside Trust and Savings, Sisters of the Third Order Hospital Association, Methodist Hospital, PBS television and numerous private corporations.
  • Instructor - Bradley University Institute for Learning in Retirement

Professional Certifications and Accomplishments:

  • Registered Financial Consultant, RFC
  • 3-time recipient of Crystal Eagle* - Woodbury Financial Services Highest Award for Excellence
  • Million Dollar Roundtable** – Top of the Table
  • Long Term Care Training and Research Institute
  • National Association of Insurance and Financial Advisors
  • National Leadership Award – NRCC Business Advisory Council
  • Bradley University Graduate
  • National Register's Who's Who in Executives and Professionals.

Personal

Marc has been married to his wife Michelle for 18+ years. They were born in Central IL and currently live in Metamora with their three children Kaitlyn, Collin and Olivia.

*The Eagle Circle award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor's clients or former clients.

**Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.

Phone Toll Free: (800) 665-7920 or Phone: (309) 699-8888
Fax (309) 699-8889
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck