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.

Akamai Investment Advisors

David Brown
Jamie Hanson
2960 Triverton Pike Dr.
Suite 102 | Fitchburg, WI 53711

Baer Insurance Services

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

Whitney Biddick | Financial Services Administrator

Cetera Advisor Networks, LLC.

Jean Beranek
5978 Creekside Lane | Rockford, IL 61114

Coulee Country Financial Services

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

Cupp Financial

Rodney A. Cupp
114 West Main Street, Suite B | Waunakee, WI 53597

Freitag Financial Services

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

Gary Cockeram

Gary Cockeram, LUTCF
4555 Cinnamon Ct. | Rockford, IL 61114

Jim Olson

Jim Olson | Registered Representative
2228 N. PowWow Trail | Beloit, WI 53511

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

Cliff Wullschleger, ChFC
Eric Wullschleger | Registered Assistant
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

Richards Benefits & Financial Services, LLC

Roland Moll
Jill Cullen and Jennifer Zarczynski – Registered Assistants
120 Park Ave. | Beaver Dam, WI 53916

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

Savaglia Investments and Planning

Don Savaglia | Financial Advisor
Laura Koch, Executive Asst. | Heidi Janiszewski, Office Manager
7300 S. 13th St., Suite 103 | Oak Creek, WI 53154

Russ Harmeyer | Financial Advisor
7300 South 13th Street, Ste. 103 | Oak Creek, Wisconsin 53154

Wayne Bisek Financial Services

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

Weinbach Investment Management, LLC

*David Weinbach
406 Science Drive
Madison, WI 53711

*David Weinbach is not affiliated or 
registered with Cetera Advisor Networks LLC. Any information provided by 
these individuals is provided entirely on behalf of themselves and is no 
way related to Cetera Advisor Networks LLC or its registered 

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC.  Cetera is under separate ownership from any other named entity. 
2970 Chapel Valley Road, Ste. 101, Madison, WI 53711 United States
This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at  
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