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

Wealth Management & Estate Planning

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.  We believe in you and your goals for the legacy you hope to leave.

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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