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Devory Altermatt

Devory Altermatt
Statement to Clients

Devory grew up the oldest of three girls on a dairy farm in North Central Minnesota. She credits much of her
success to lessons learned both on the farm and working in Ag business. Devory operated dual offices in
Southwestern Minnesota before settling in Willmar. She strives to fully understand client needs and goals in
order to serve as a financial guide to most efficiently align client intentions with actions.

Background Information
Business Background:
Legacy Financial, LLC

Investment Advisor Representative
Nov. 2017 – Present

NYLife Securities, LLC

Investment Advisor Representative
2016 – 2017

Thrivent Investment Management Inc.

Investment Advisor Representative
2014 – 2016

 

Education:
University of Minnesota (St. Paul, MN)

Agriculture Education

Ridgewater College (Willmar, MN)

Agriculture Education

Designations/Licenses:

Series 7, & 66

Accident & Health, Life, Variable Life & Variable Annuities

Disciplinary Information:

Devory has no disciplinary information history to disclose.

Other Business Activities:

Devory has no outside business activities to disclose.

Devory Altermatt

Investment Advisor Representative – RDA Financial

Vice President – Legacy Financial LLC

Phone: 320.214.5520
310 1st Street SW P.O. Box 183
Willmar, MN 56201
Fax: 320.214.5580
Email: daaltermatt@legacyfinancialllc.com
Website: legacyfinancialllc.com