David Sorensen's Location
Madison, WI, US
David Sorensen's Work
- President @ Legacy Advisor Network
- Investment Advisor Representative @ Securities America Inc.
- Managing Partner @ The Center for Exit Planning & Succession
David Sorensen's Education
- The American College of Financial Services
ChFC CLU (Financial Services)
1979 - 1983 - Ball State University
M.A.
1971 - 1972 - Taylor University1969 - 1971
- U.S. Naval Academy1966 - 1969
David Sorensen's Skills
- Estate Planning
- Financial Advisory
- Strategic Financial Planning
- Securities
- Investments
- Fixed Annuities
- Retirement
- Financial Services
- Retirement Planning
- Wealth Management
David Sorensen's Summary
David Sorensen, based in Madison, WI, US, is currently a President at Legacy Advisor Network, Ltd., bringing experience from previous roles at Securities America 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 Estate Planning, Financial Advisory, Strategic Financial Planning, Securities, Investments and more, David Sorensen contributes valuable insights to the industry. David Sorensen has 5 emails and 1 mobile phone number on RocketReach.
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