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Legacy Advisor Network Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Legacy Advisor Network operates in the financial services sector as an independent, regional firm based in Middleton, Wisconsin. Since 1913, it has focused on providing personalized, long-term client service with tailored financial solutions across tax planning, retirement planning, and estate conservation, addressing the needs of individuals, business owners, and families across various income levels. The firm emphasizes a holistic approach, acting as a financial quarterback and wealth coach to help clients understand investing, manage risk, and pursue financial objectives in a way that aligns with their life goals. Positioned as a local advisor network, it prioritizes candid guidance and informed recommendations while building ongoing relationships through individualized service. A recent development noted is its continued operation as a small, regionally focused firm serving clients in the Middleton area.

Find Legacy Advisor Network employees' phone numbers or email addresses

Legacy Advisor Network Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Legacy Advisor Network's Leadership

  • Stylized image of a person
    B. N.
    Investment Advisor Representative And Financial Advisor
    Mobile Phone
  • Stylized image of a person
    C. B.
    Welder
    Mobile Phone

Legacy Advisor Network Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Business Development
  • Accounting
  • Administrative
  • Other
  • Community & Social Services

Contact profiles from Legacy Advisor Network

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. N.
    Investment Advisor Representative And Financial Advisor
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    C. B.
    Welder
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Legacy Advisor Network known for?

Minus sign iconPlus sign iconLegacy Advisor Network was founded in 1913 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-608-442-****
. Explore Legacy Advisor Network's company overview page for more information.

What is Legacy Advisor Network's most common email format?

Minus sign iconPlus sign iconLegacy Advisor Network employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Advisor Network email formats with LeadIQ.

How many employees does Legacy Advisor Network have currently?

Minus sign iconPlus sign iconLegacy Advisor Network has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Legacy Advisor Network's key employees and leadership?

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As of July 2026, Legacy Advisor Network's key employees include:

  • Investment Advisor Representative And Financial Advisor: B. N.
  • Welder: C. B.

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