Office: 608-442-1400
Toll Free: 800-448-3464

Explore Our Network

Our advisors focus on business development and client relationships

Highly effective, experienced, educated and client-oriented, they are also leaders in their communities, highly ethical, with strong values and commitment.


The following is a list of some of the advisors that are part of Legacy Advisor Network:

As you will see below we have listed our advisors alphabetically. Every one of our advisors is 100% independently owned and operated under their own unique brand or the Legacy Advisor Network brand. For the advisors that have their own unique brand we have used their brand name as the criteria for how to place them alphabetically.

Baer Insurance Services

Tim C. Schiefelbein
​William G. Mowbray, ChFC
9701 Brader Way | Verona, WI 53562

Whitney Biddick | Financial Services Administrator

Raymond Bass

Raymond Bass
520 N Hicks Road | Palatine, IL 60067

Jean Beranek

Jean Beranek
5978 Creekside Lane Rockford, IL 61114

Wayne Bisek Financial Services

Wayne D. Bisek, CFP®, ChFC, CRPC, CRPS, CAP 
B.S. Accounting | B.S. Business Administration | Masters in Public Administration
4761 Coolidge Street | Oregon, WI 53575

Gary Cockeram

Gary Cockeram
4555 Cinnamon Ct. | Rockford, IL 61114

Coulee Country Financial Services

Brett P. Welch, LUTCF
700 N. 3rd Street, Suite LL2 | LaCrosse, WI 54669

Lee Courtright

Lee Courtright
720 South Maple Bluff Court | Stevens Point, WI 54482

Freitag Financial Services

Kay Freitag
208 N. Main St. | P.O. box 157 | Monticello, WI 53570

Legacy Advisor Network

David Sorensen, CLU, ChFC | President, CEO
2970 Chapel Valley Road, Suite 101 | Madison, WI 53711

Cammie Sorensen | Sr. Vice President
2970 Chapel Valley Road, Suite 101 | Madison, WI 53711

Ed Hecker
2970 Chapel Valley Road, Suite 101 | Madison, WI 53711

Gregory R. Feivor
2970 Chapel Valley Road, Suite 101 | Madison, WI 53711

David S. Licary
2970 Chapel Valley Road, Suite 101 | Madison, WI 53711

Dennis Zaderaka
2970 Chapel Valley Road, Suite 101 | Madison, WI 53711

Ann Morocco

Ann Morocco
McHenry, Illinois

Retirement Income Planning

Mark Farnan
2310 Crossroads Drive, Suite 4700 | Madison, WI 53718

Richards Benefits & Financial Services, LLC

Roland Moll
120 Park Ave. | Beaver Dam, WI 53916

William R. Neubauer, JD
119 N. Third St. | Watertown, WI 53094

Securities offered through Securities America Inc., member FINRA /SIPC . Advisory services offered through Securities America Advisors, Inc. Legacy Advisor Network, Ltd. and Securities America are separate entities. FINRA BrokerCheck available at

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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