Legacy Advisor Network

Finance · Wisconsin, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

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

Phone Number

(608) 442-1400

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

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's Social MediaPopular SearchesLegacy Advisor Network LtdLegacy Advisor NetworkLegacy Advisor Network!Legacy Onecard IncAdvisor Network LtdSIC Code 62,628NAICS Code 52,523Show more

Legacy Advisor Network Org Chart

PhoneEmail
LD
United States flag for contact location.

Case Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
IC
United States flag for contact location.

Client Care Coordinator

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Legacy Advisor Network your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Legacy Advisor Network

Compare insights from companies similar to Legacy Advisor Network, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Advisor Network

<$5M
1-10
Private
-
1913
LD
Lori DeMarioCase Manager
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Legacy Advisor Network is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Legacy Advisor Network is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Advisor Network.

Legacy Advisor Network Tech Stack

A closer look at the technologies used by Legacy Advisor Network

Top Finance Companies

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?

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

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.