Legacy Financial – A true network of financial advisors.
Every one of our advisors is 100% independently owned and operated under their own unique brand or the Legacy brand. We are made up of over 70 financial advisors, of which many are located in the Southern Wisconsin / Northern Illinois area. Our other Advisors are spread out across the country in Arkansas, Texas, California, Hawaii, and Tennessee.
Most of our Advisors' practices have a financial planning feel to them; a portion of them are more asset-based while some are more insurance-based. There is no rule here for how you should build your own practice.
We support you with an variety of high-quality investment, protection, and asset management solutions, innovative marketing and practice management strategies, and competitive compensation.
