logo logo

Alan Wayne Legatz

Alan Wayne Legatz, American investment advisor, accountant. Certified Financial Planner, Certified Public Accountant, Michigan, Florida; registered investment advisor. Member American Institute of Certified Public Accountants (tax force on personal finance planning, exceptional faculty award 1987-1988, 88-89, 89-90), Florida Institute of Certified Public Accountants (outstanding discussion leader award 1988), Chamber of Commerce, Rotary.

Background

  • Legatz, Alan Wayne was born on June 13, 1945 in Bay City, Michigan, United States. Son of Peter and Hilda Legatz.

  • Education

    • Bachelor, Michigan State University, 1967. Master of Business Administration, Central Michigan University, 1968.

    Career

    • Tax accountant Ernst & Ernst Certified Public Accountants, 1975. Instructor St. Clair Community College, 1976-1979. Tax accountant Edmond A. Swab, Certified Public Accountant, 1975-1976.

      Accountant Alan W. Legatz, Certified Public Accountant, from 1976. President Competent Professional Advisors, from 1986. Instructor American Institute of Certified Public Accountants, from 1986.

      President Tax Free Exchange Services, Inc., from 1996, Alan Legatz Investment Advisory Company, Naples, Florida, from 1996. Instructor federal tax workshops, 1986-1992, Practitioners Public Company, 1986-1992, Alliance for Tax, Legal & Accounting Seminars, 1999. Member advisory committee Registry of Finance Planning Practitioners.

      Advisor Delta College PFP Program.

    Major achievements

    • Certified Financial Planner, Certified Public Accountant, Michigan, Florida. Registered investment advisor.

    Works

    • Contributor articles to journals and newspapers.

    Membership

    Member American Institute of Certified Public Accountants (tax force on personal finance planning, exceptional faculty award 1987-1988, 88-89, 89-90), Florida Institute of Certified Public Accountants (outstanding discussion leader award 1988), Chamber of Commerce, Rotary.

    Connections

    • Married Heather Henry, June 25, 1967. 1 child, Sarah Heather.
    • father: Peter Legatz
    • mother: Hilda Legatz
    • spouse: Heather Henry
    • child: Sarah Heather Legatz
    See on larger map
    Died June 9, 2008
    (aged 62)
    Nationality
    • 1967
      Michigan State University
    • 1968
      Central Michigan University
    • 1975
      Tax accountant, Ernst & Ernst Certified Public Accountants
    • 1975 - 1976
      tax accountant, Edmond A. Swab
    • 1976 - 1979
      instructor, St. Clair Community College
    • show more ...