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Your Success is Our Legacy

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Gain True Independence While Fully Supported

Legacy Advisor Network is a collaborative group of driven, independent financial advisors who desire to grow their practices more efficiently. As a regional financial services organization, we offer a wide range of resources and tactical tools. When you partner with us, our process is tailored to best address your unique practice model, challenges and goals.

We equip all of our advisors with tangible support through a team of local professionals who provide practice management, advanced training, business coaching and full-service back-office support. Our time-tested system allows you to focus more of your time on business development and client relationships.

Expand Your Business

with the most innovative technology

Manage Your Business Your Way

At Legacy Advisor Network, we want to help your financial planning firm reach its full potential. However, this means something different for every advisor. Our network of professionals is designed to connect you with like-minded and driven entrepreneurs who have already implemented and customized our process into their practice models. Using their experiences, our tools and your dreams, we’ll partner together to improve every element of your process while building up your business and establishing your freedom. 

Reach Next Level Success With Securities America Great Lakes

As part of our commitment to offer leading business-building solutions to our advisors, we are proud to be affiliated with Securities America, Inc., member FINRA/SIPC, as our broker/dealer. As one of the leading independent broker dealers in the nation, Securities America is dedicated to providing local support teams to their advisors. Legacy Advisor Network is that support. Backed by an exclusive local service – national support model, we can fill gaps in knowledge or systems to empower serious advisors to take their practice to the next level.

Our efficiencies, processes and support help you earn more in less time so you can enjoy your success. We are looking to partner with experienced advisors who want more from a broker/dealer relationship than back office processing. We're confident that, while Securities America, Inc. may not be your first broker/dealer, it will be your last.

Your First Choice Financial Resource

It is our vision to become the company of choice for the independent financial advisor seeking professional camaraderie, simpler ways of doing business and cutting-edge capabilities that empower them to serve more clients.

We invite you to have a voice at the decision-making table, enjoy the ability to run your business your way and seize the opportunity to be fully vested in helping other financial professionals succeed by joining our team.

See All That We Can Accomplish Together

Accelerate Your Growth

Discover What You Can Achieve Using Our Time-Tested Process

Are you thinking about retirement? Considering a shorter workweek? Looking to pass on your legacy?

For advisors like you, your plans for your business may be closely bound up with your personal plans for your future. We strive to partner with you to create a comprehensive, long-term plan that includes estate, financial, succession and buy/sell provisions for your business.

We’ll work with your current attorney, CPA and estate planner, or connect you to our own network of highly experienced professionals. Your plans will be custom-tailored exclusively to your needs, your goals and your business model. Your process will be guided by the advice of expert professionals as well as the real-life experiences of your peers. Once you are ready to execute your plans, you can call on our transition services team to help you make a smooth and well-organized move.

Customized Growth Strategies
from an Experienced Team

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Our Team

David K. Sorensen, CLU, ChFC

President, CEO


David Sorensen began his career in the wealth management industry over 4 decades ago. He is passionate about improving the lives of others by working closely with our network of advisors, mentoring and coaching them to greater impact through the well-being of their clients and families.

Dave is a graduate of Taylor University. He earned his designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College in Bryn Mawr, Pennsylvania, and has a reputation of delivering excellence as a financial advisor. Dave has enjoyed such roles as Chairman of the Southern Wisconsin Business Ethics Award and President of the Madison Chapter of the Society of Financial Services Professionals. He is featured regularly as an instructor at various educational curricula for financial advisors.

When he is not working, Dave is active in his community, church, youth activities and most of all, he is devoted to his family. Dave and his wife Joan have been married for over 40 years and are the parents of five terrific adult children. They are proud grandparents of four.

FINRA BrokerCheck available at http://brokercheck.finra.org/

Cammie Sorensen Banks Photo

Cammie Sorensen Banks

Senior Vice President, Strategy and Operations
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Cammie Sorensen Banks

Senior Vice President, Strategy and Operations


Cammie Sorensen Banks  is a graduate of the University of Wisconsin – Madison. She joined her dad in business shortly after graduation.  

When she isn’t at the office crafting financial plans, she is passionate about giving back to her community by volunteering with her church and philanthropic organizations such as Past President of the Junior League of Madison. Cammie was featured in InBusiness Magazine as one of Madison’s 40 Under 40 in 2015, was featured in a 2018 Securities America Connect Magazine Special Edition story on 4 advisors under 40 at Securities America, and is a nominee for the 2019 Investment News 40 Under 40.  She is a proud alumnus of Leadership Greater Madison, and enjoyed her time serving on the UW-Carbone Cancer’s Emerging Leadership Board.

Cammie and her husband Tyler have two children – Bryce (age 8) and Natalie (age 5).

FINRA BrokerCheck available at http://brokercheck.finra.org/

Mara Helmke, CPA Photo

Mara Helmke, CPA

Financial Operations Coordinator
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Mara Helmke, CPA

Financial Operations Coordinator


Mara earned her bachelor’s degree in business administration and accounting from the University of Wisconsin-Whitewater. Prior to joining Legacy in 2017, she worked in public accounting as an auditor as well as corporate finance within the food and beverage industry.

Mara is a strong believer in giving back to the community. She has spent much of her time volunteering at her children’s schools and is the treasurer of a local nonprofit organization serving international students in Madison.

Join Our Legacy and Be
a Part of Something Greater

Our leadership team at Legacy Advisor Network look forward to working with you to build a fruitful and lasting partnership. Please do not hesitate to reach out today.