Legacy Advisor Network
Finance · Wisconsin, United States · 1-10 Employees
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Overview
Headquarters
8500 Greenway Blvd Ste 201, Middleton, W...Phone Number
(608) 442-1400Website
www.legacyadvisornetwork.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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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
Legacy Advisor Network Org Chart
DP
Business Development Coordinator
CB
Financial Advisor
MW
Administrative Assistant
WM
Financial, Chfc, Ricp Advisor
WN
Investment Advisor & Representative & Financi...
DL
Investment Advisor & Representative
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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... Read More
