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Custom Wealth Management

Our advisors have access to best-in-class technology, research, and analytics tools to help you position a diverse set of solutions and strategies to help realize your individualized goals and objectives.

Insurance & Protection Planning

Protection needs analysis is an essential component of any customized plan. Based on your needs, we may recommend such solutions as:

A solution which would provide a source of family security or wealth transfer monies
Solutions to help retain key-employees utilizing tax-advantaged incentive benefits
Solutions which help provide income replacement during prolonged periods of disability
Our advisors make accessible to their clients a full-lineup of investment and protection research, services, and solutions.

Retirement Planning

Tax-qualified retirement plans can be an effective tool for accomplishing more than just providing benefits for you and your employees. We will help you fulfill the requirements of these vehicles, and will assist in coordinating your other assets with them to meet your objectives, using such tactics as:

Feasibility Studies
Design of the Plan
Funding Alternatives

Investment Services

Using top of the line analytics, we’ll take a deep-dive into your current portfolio. Working alongside your stated objectives, we’ll help alleviate your tax burden, with an eye toward capital growth and income. Among the investment solutions we’ll consider are:

Mutual Funds
Direct Participation Investments
Individual Retirement Accounts (IRAs)
Variable Annuities

Business Planning

When working with business owners and their key employees, our aim is to meet you where you are at. If your wish is to see an orderly transition of a business interest through continuation planning, we will work alongside your existing advisers to help you meet that objective. If you need assistance forming that team of advisers, we will tap into our network of services to help you see through to the results you want.

About Legacy

What We Do

The mission at Legacy Advisor Network is tied very strongly to the mission of those we serve. We aim to treat our clients in the same way we would want to be treated, while providing smart solutions to your individual needs. We are committed to excellence in all things, and particularly in helping you direct and manage your resources toward what matters to you.

Legacy Advisor Network is a wealth management firm located in Madison, Wisconsin, serving clients all over the country. We are proud of our 100+ year history of serving individuals and families, laying the foundation for a lifetime of intelligent financial decisions.

Founded in 1913 in Madison, Legacy Advisor Network represents nearly 50 independent financial professionals, whose first priority is serving clients well. We advise on and help manage all aspects of your financial life, allowing us to address problems before they become problems.

We create and value long-term relationships with clients. These relationships are based on honesty and integrity. We proactively assist our clients in protecting and managing their irreplaceable capital and reducing their tax burden, developing a plan for retirement, and work to optimize their life’s work to those they love. Because we are an independent firm, we are able to aggressively maintain our client-first commitment, without captivity to any single service-provider.

We invite you to dig deeper into the services we offer. Our platform is well suited for individuals, families, and business owners at every age and stage, and we look forward to working alongside you, in a consultative way, to work toward meeting your individualized goals and objectives

Contact Us

David K. Sorensen, CLU, ChFC

President, CEO

dave@legacyadvisornetwork.com

David Sorensen began his career in the wealth management industry over 4 decades ago. He is passionate about improving the lives of others by working closely with our network of advisors, mentoring and coaching them to greater impact through the well-being of their clients and families.

Dave is a graduate of Taylor University. He earned his designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College in Bryn Mawr, Pennsylvania, and has a reputation of delivering excellence as a financial advisor. Dave has enjoyed such roles as Chairman of the Southern Wisconsin Business Ethics Award and President of the Madison Chapter of the Society of Financial Services Professionals. He is featured regularly as an instructor at various educational curricula for financial advisors.

When he is not working, Dave is active in his community, church, youth activities and most of all, he is devoted to his family. Dave and his wife Joan have been married for over 40 years and are the parents of five terrific adult children. They are proud grandparents of ten.

FINRA BrokerCheck available at http://brokercheck.finra.org/

Cammie Banks

Senior Vice President, Investment Advisor Representative

cammieb@legacyadvisornetwork.com

Cammie Banks is a graduate of the University of Wisconsin – Madison. She joined her dad Dave Sorensen in business shortly after graduation.

Cammie is passionate about improving the lives of others in her work and by giving back to her community by volunteering with her church and philanthropic organizations. Cammie is a member of Osaic’s National Advisory Board and is Past President of the Junior League of Madison. Cammie was featured in InBusiness Magazine as one of Madison’s 40 Under 40, was featured in Securities America Connect Magazine story on 4 advisors under 40, and has been nominated for inclusion in the Investment News 40 Under 40. She enjoys being featured as speaker at industry forums.

She is a proud alumnus of Leadership Greater Madison, and enjoyed her time serving on the UW-Carbone Cancer’s Emerging Leadership Board.

Cammie and her husband Tyler have three children – Bryce (age 14) and Natalie (age 11), and Grace (age 4).

FINRA BrokerCheck available at http://brokercheck.finra.org/

In Business' Madison Forty under Forty 2015, introduces up and coming business leaders in its annual award . Nominees must be under the age of 40 and employed in the Madison, Wisconsin area. Individuals were either self-nominated or by another person. No clients were contacted, and no fee was paid. Awards recipients were based the publisher review of application and references. Third-party rankings and recognitions are no guarantee of future investment success and are not representative of all client. experiences.

Bill Mowbray

Financial Advisor

billm@legacyadvisornetwork.com

Bill Mowbray is a Financial Advisor with a demonstrated history of working in the financial services industry. He is skilled in Retirement Income Planning and Wealth Management, Investment Advisory, Mutual Funds, Annuities, Life Insurance, and Long-Term Care Insurance.

Bill is a graduate of the University of Wisconsin-Madison. He has been a Chartered Financial Consultant, ChFC^®, since 1991. Bill earned his Retirement Income Certified Professional, RICP^®, in 2017, Specializing in Retirement Income Planning - NextPhase^™.

When he is not working, Bill enjoys spending time with friends and family. He is a car enthusiast and loves watching birds at the feeders and the bird baths. Bill and his wife, Alice, have been married for over 42 years.

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