David Sorensen Email & Phone Number
President @ Legacy Advisor Network
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David Sorensen Location
- Madison, WI, US
David Sorensen Work
- Investment Advisor Representative @ Osaic Wealth, Inc. (November 2016 - Present)
- President @ (January 1990 - Present)
- Managing Partner @ (January 2009 - Present)
David Sorensen Education
- The American College of Financial Services
ChFC CLU (Financial Services)
1979-1983 - Ball State University
M.A.
1971-1972 - Taylor University 1969-1971
- U.S. Naval Academy 1966-1969
David Sorensen Skills
- Retirement
- Estate Planning
- Fixed Annuities
- Retirement Planning
- Life Insurance
- Strategic Financial Planning
- Succession Planning
- Financial Advisory
- Investments
- Financial Services
- Securities
- Wealth Management
David Sorensen Summary
- David Sorensen, based in Madison, WI, US, is currently a President at Legacy Advisor Network, Ltd.. David Sorensen brings experience from previous roles at Osaic Wealth, Inc. and Center for Exit Planning and Succession, LLC. David Sorensen holds a 1979 - 1983 ChFC CLU in Financial Services @ The American College of Financial Services. With a robust skill set that includes Retirement, Estate Planning, Fixed Annuities, Retirement Planning, Life Insurance and more. David Sorensen has 3 emails and 3 mobile phone numbers on RocketReach.
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