Office: 608-442-1400
Toll Free: 800-448-3464
Email: contact@legacyadvisornetwork.com

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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.

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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

Cetera Advisor Networks, LLC.

Jeremiah Olson
N2665 County Rd. V | Lodi, WI 53555

Kimball Parker
11675 Olson Rd. | Belvidere, IL 61008

Coulee Country Financial Services

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

Cupp Financial

Rodney A. Cupp
Jessica L. VanGroll | Assistant
114 West Main Street, Suite B | Waunakee, WI 53597

Financial Benfiets Group

Jospeh Caruana
4001 N. Perryville Rd. | Loves Park, IL 5611

Freitag Financial Services

Kay Freitag
Katie Boone
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
2450 Rimrock Rd. | Madison, WI 53713

Cliff Wullschleger, ChFC
Malcolm Glenn-Adams | Non-registered Assistant
2450 Rimrock Rd. | Madison, WI 53713

Daniel Boutelle
2450 Rimrock Rd. | Madison, WI 53713

Ed Hecker
2450 Rimrock Rd. | Madison, WI 53713

Gregory R. Feivor
2450 Rimrock Rd. | Madison, WI 53713 

Jim Myers
2450 Rimrock Rd. | Madison, WI 53713 

Paula R. Possin, J.D., Investment Advisor Representative
2450 Rimrock Rd. | Madison, WI 53713

Scott Pulkrabek, CIMA, CRPS, MBA
2450 Rimrock Rd. | Madison, WI 53713 

Richards Benefits & Financial Services, LLC

David Homp
120 Park Ave. | Beaver Dam, WI 53916

Roland Moll
Tarha K. Klopotek Assistant
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

David Voelz,
7300 South 13th Street, Ste. 103 | Oak Creek, Wisconsin 53154

Michael Murtos
7300 S. 13th St., Suite 103 | Oak Creek, WI 53154

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

Strategic Financial

Barton L. Harter Registered Representative Cetera Advisor Networks LLC
109 N. Valleywood Ct. | Oconomowoc, WI 53066

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

Wiswell and Associates

Michael S. Wiswell, CLTC
2450 Rimrock Rd. | Madison, WI 53713

Weinbach Investment Management, LLC

*David Weinbach
*Yael Lund
2450 Rimrock Rd. Ste 203 | Madison, WI 53703

*David Weinbach and Yael Lund are 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 
representatives.

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC.  Cetera is under separate ownership from any other named entity. 
2450 Rimrock Road, Suite 203, Madison, Wisconsin 53713 United States
We are registered to sell Securities in the following state(s): Wisconsin
We are licensed to sell Insurance in the following state(s): Wisconsin
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