Legacy Financial Network is a registered investment adviser (RIA) firm based in Wisconsin. The company operates as an independent financial services provider, with its advisors registered through LPL Financial, a major broker-dealer and custodian. This structure allows them to offer a wide range of non-proprietary financial products and services. Their mission focuses on building long-term, trusted relationships with clients by developing and implementing customized financial plans that address individual goals, such as retirement, estate conservation, and wealth management.

Founded in

United States