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RIA / WealthAdvisorCertified Financial Planner26 years in industry

JOHN MICHAEL WILDERN

Advisor at LEGACY FINANCIAL ADVISORS, INC.

COVINGTON, KY | Carmel, IN

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Search this name across graphsid dfx:ria:14bfc48a-a2d0-7e98-de0e-640b62fb9dd2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Mar 6, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LEGACY FINANCIAL ADVISORS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 18, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Feb 18, 2000
First registration: Mar 6, 2001
Dual registered: no
IAPD individual key: 4109291

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LEGACY FINANCIAL ADVISORS, INC.	Independent wealth	May 7, 2024	n/a	yes	Carmel, IN\|COVINGTON, KY	Current employment
FORVIS MAZARS WEALTH ADVISORS, LLC	Independent wealth	Dec 14, 2022	Apr 3, 2024	no	Chigaco, IL\|Indianapolis, IN\|SPRINGFIELD, MO	Previous registration
INSPIRE ADVISORS, LLC	Independent wealth	Jan 21, 2022	Mar 29, 2022	no	CARMEL, IN\|MERIDIAN, ID	Previous registration
INSPIRE INVESTING, LLC	Asset manager	Jan 21, 2022	Mar 29, 2022	no	Carmel, IN\|MERIDIAN, ID	Previous registration
2ND VOTE ADVISERS, LLC.	Former SEC adviser	Jun 17, 2021	Jan 10, 2022	no	FRANKLIN, TN\|Carmel, IN	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 18, 2020	Jun 5, 2021	no	CARMEL, IN	Previous registration
ST. JAMES INVESTMENT COMPANY, LLC	Mixed wealth	Jul 21, 2017	Dec 31, 2019	no	SOUTHLAKE, TX	Previous registration
NORTHCOAST ASSET MANAGEMENT LLC	Former SEC adviser	Dec 10, 2007	May 10, 2017	no	GREENWICH, CT	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 6, 2001	Dec 4, 2007	no	OAK BROOK, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FORVIS MAZARS WEALTH ADVISORS, LLC	LEGACY FINANCIAL ADVISORS, INC.	Apr 3, 2024	May 7, 2024	34	Firm change	RIA to RIA
INSPIRE INVESTING, LLC	INSPIRE ADVISORS, LLC	Mar 29, 2022	Jan 21, 2022	-67	Firm change after gap	Other
INSPIRE ADVISORS, LLC	FORVIS MAZARS WEALTH ADVISORS, LLC	Mar 29, 2022	Dec 14, 2022	260	Firm change	RIA to RIA
2ND VOTE ADVISERS, LLC.	INSPIRE INVESTING, LLC	Jan 10, 2022	Jan 21, 2022	11	Firm change	Other
FIDELITY PERSONAL AND WORKPLACE ADVISORS	2ND VOTE ADVISERS, LLC.	Jun 5, 2021	Jun 17, 2021	12	Firm change	Other
ST. JAMES INVESTMENT COMPANY, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Dec 31, 2019	Mar 18, 2020	78	Firm change	RIA to ibd
NORTHCOAST ASSET MANAGEMENT LLC	ST. JAMES INVESTMENT COMPANY, LLC	May 10, 2017	Jul 21, 2017	72	Firm change	Other
STRATEGIC ADVISERS LLC	NORTHCOAST ASSET MANAGEMENT LLC	Dec 4, 2007	Dec 10, 2007	6	Firm change	Other

Relationships

Registered with (9)

→ LEGACY FINANCIAL ADVISORS, INC.Registered adviserregistration: current employment
May 7, 2024 to presentfactForm ADV
→ FORVIS MAZARS WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 14, 2022 to Apr 3, 2024factForm ADV
→ INSPIRE INVESTING, LLCRegistered adviserregistration: previous registration
Jan 21, 2022 to Mar 29, 2022factForm ADV
→ INSPIRE ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 21, 2022 to Mar 29, 2022factForm ADV
→ 2ND VOTE ADVISERS, LLC.Registered adviserregistration: previous registration
Jun 17, 2021 to Jan 10, 2022factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Mar 18, 2020 to Jun 5, 2021factForm ADV
→ ST. JAMES INVESTMENT COMPANY, LLCRegistered adviserregistration: previous registration
Jul 21, 2017 to Dec 31, 2019factForm ADV
→ NORTHCOAST ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Dec 10, 2007 to May 10, 2017factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 6, 2001 to Dec 4, 2007factForm ADV

Dated events

Occurred
Apr 3, 2024
Advisor changed firm
John Michael Wildern left Forvis Mazars Wealth Advisors, Llc for Legacy Financial Advisors, Inc. (registered 2024-05-07)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2022
Advisor changed firm
John Michael Wildern left Inspire Advisors, Llc for Forvis Mazars Wealth Advisors, Llc (registered 2022-12-14)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2022
Advisor changed firm
John Michael Wildern left Inspire Investing, Llc for Inspire Advisors, Llc (registered 2022-01-21)
Form ADVobserved 4 days ago
Occurred
Jan 10, 2022
Advisor changed firm
John Michael Wildern left 2Nd Vote Advisers, Llc. for Inspire Investing, Llc (registered 2022-01-21)
Form ADVobserved 4 days ago