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

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

Ann Morocco

Ann Morocco
McHenry, Illinois

Richards Benefits & Financial Services, LLC

Roland Moll

Jennifer Zarczynski – Registered Assistant
120 Park Ave. | Beaver Dam, WI 53916

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


Dennis Zaderaka

Dennis Zaderaka
West Chicago, IL

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

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