Legacy Advisor Network

Legacy Advisor Network Overview

  • Founded
  • 1913
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 16
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Legacy Advisor Network General Information

Description

Provider of wealth management services. The company's wealth management services include financial investment, insurance and protection planning, retirement planning, business planning and wealth management and estate planning, enabling clients to protect and manage their irreplaceable capital and reducing their tax burden, allowing them to retire successfully, and work to optimize their life's work to those they love.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Parent Company
Primary Office
  • 2970 Chapel Valley Road
  • Suite 101
  • Fitchburg, WI 53711
  • United States
+1 (608) 000-0000
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Legacy Advisor Network Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Legacy Advisor Network Executive Team (1)

Name Title Board Seat Contact Info
David Sorensen President & Chief Executive Officer