Legacy Advisor Network

Q: What is Legacy Advisor Network's official website?

Legacy Advisor Network's official website is www.legacyadvisornetwork.com

Q: What is Legacy Advisor Network's Revenue?

Legacy Advisor Network's revenue is <$5 Million

Q: What is Legacy Advisor Network's SIC code?

Legacy Advisor Network's SIC: 62,628

Q: What is Legacy Advisor Network's NAICS code?

Legacy Advisor Network's NAICS: 52,523

Q: How many employees does Legacy Advisor Network have?

Legacy Advisor Network has 1-10 employees

Q: What industry does Legacy Advisor Network belong to?

Legacy Advisor Network is in the industry of: Finance , Securities Trading

Q: What is Legacy Advisor Network competition?

Legacy Advisor Network top competitors include: Focus Financial Network , Kolinsky Wealth Management , Murphy Wealth Management , Copper Canyon Wealth Management

Q: What technology does Legacy Advisor Network use?

Some of the popular technologies that Legacy Advisor Network uses are: Google Font API, Node.js, Microsoft 365, Google Tag Manager

Q: How do I contact Legacy Advisor Network?

Legacy Advisor Network contact info: Phone number: (608) 442-1400 Website: www.legacyadvisornetwork.com

Q: What does Legacy Advisor Network do?

Legacy Advisor Network is a wealth management firm based in Madison, Wisconsin, dedicated to serving individuals, families, and business owners across the country. They offer a comprehensive range of services including custom wealth management, estate and protection planning, investment services, retirement planning, and business planning. With a h... istory spanning over 100 years, the firm emphasizes building long-term relationships with clients based on honesty and integrity, while providing tailored financial solutions. Their team of nearly 50 independent financial professionals is committed to helping clients achieve their financial goals and manage their resources effectively. Read More

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

8500 Greenway Blvd Ste 201, Middleton, W...

Phone Number

(608) 442-1400

Website

www.legacyadvisornetwork.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Legacy Advisor Network

Legacy Advisor Network is a wealth management firm based in Madison, Wisconsin, dedicated to serving individuals, families, and business owners across the country. They offer a comprehensive range of services including custom wealth management, estate and protection planning, investment services, retirement planning, and business planning. With a history spanning over 100 years, the firm emphasizes building long-term relationships with clients based on honesty and integrity, while providing tailored financial solutions. Their team of nearly 50 independent financial professionals is committed to helping clients achieve their financial goals and manage their resources effectively.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Legacy Advisor Network Org Chart

Phone

Imogen Christen

Client Care Coordinator

Phone

Business Development Coordinator

Phone

Financial Advisor

Phone

Administrative Assistant

Phone

Financial, Chfc, Ricp Advisor

Phone

Investment Advisor & Representative & Financi...

Phone

Investment Advisor & Representative

Phone

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Advisor Network

<$5M

1-10

Private

1913

Imogen ChristenClient Care Coordinator

Kolinsky Wealth Managemen...

$6M

11-50

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<$5M

1982

Ashwin ShahController

Casco Bay Wealth Advisors

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<$5M

2013

Michelle GagnonSenior Manager, Client Services & Operations

Stockade Wealth Managemen...

<$5M

1-10

Private

2014

Jaime QuiñonesFounder & Wealth Management Advisor

Focus Financial Network

<$5M

1-10

Private

Carl ArrellFounder & Manager, Wealth

Murphy Wealth Management

<$5M

1-10

Private

1995

Jeffrey MurphyChief Investment Officer

Copper Canyon Wealth Mana...

<$5M

1-10

Private

2011

N/A

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Legacy Advisor Network Tech Stack

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Frequently Asked Questions Regarding Legacy Advisor Network

What is Legacy Advisor Network's official website?

Legacy Advisor Network's official website is www.legacyadvisornetwork.com

What is Legacy Advisor Network's Revenue?

Legacy Advisor Network's revenue is <$5 Million

What is Legacy Advisor Network's SIC code?

Legacy Advisor Network's SIC: 62,628

What is Legacy Advisor Network's NAICS code?

Legacy Advisor Network's NAICS: 52,523

How many employees does Legacy Advisor Network have?

Legacy Advisor Network has 1-10 employees

What industry does Legacy Advisor Network belong to?

Legacy Advisor Network is in the industry of: Finance, Securities Trading

What is Legacy Advisor Network competition?

Legacy Advisor Network top competitors include: Focus Financial Network, Kolinsky Wealth Management, Murphy Wealth Management, Copper Canyon Wealth Management

What technology does Legacy Advisor Network use?

Some of the popular technologies that Legacy Advisor Network uses are: Google Font API, Node.js, Microsoft 365, Google Tag Manager

How do I contact Legacy Advisor Network?

Legacy Advisor Network contact info: Phone number: (608) 442-1400 Website: www.legacyadvisornetwork.com

What does Legacy Advisor Network do?

What are Legacy Advisor Network social media links?

Legacy Advisor Network Linkedin page Legacy Advisor Network Twitter page Legacy Advisor Network Facebook page

Is Legacy Advisor Network a public company?

Legacy Advisor Network is private company therefore does not currently have an official ticker symbol

See more information about Legacy Advisor Network

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