Legacy Advisor Network, LTD.

Wisconsin

Registered In

04/13/1993

Incorp. Date

Company Summary

Legacy Advisor Network, LTD. in Wisconsin lists David Sorensen of Madison, WI.

David Sorensen Registered Agent

5941 WOODS EDGE RD, MADISON, WI 53711

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Form 5500

2970 Chapel Valley Road #101, Fitchburg, Wi 53711 (608) 442-4260 EIN:39-1757166 Plan Admin:David Sorensen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameLEGACY ADVISOR NETWORK, LTD. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 8 Assets BOY/EOY$0 / $59,033	2022	LEGACY ADVISOR NETWORK, LTD. 401(K) PLAN - Plan #001	2 / 8	$0 / $59,033

Benefit & Retirement Plans based on Form 5500.

PPP Loans

2970 Chapel Valley Rd STE 101, Fitchburg, Wi 53711-6409 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
04/06/2020	Approved$39,100 Forgiven$39,323 LenderLake Ridge Bank Jobs4	04/06/2020	$39,100	$39,323	Lake Ridge Bank	4

PPP Loans based on Paycheck Protection Program.

Person/City Match:David Sorensen - Madison, WI

Mendota Tax, LLC Registered in Wisconsin	Madison, WI	View Report
Sorensen Lake Properties I, LLC Registered in Wisconsin	Madison, WI Fitchburg, WI	View Report
The Center for Exit Planning and Succession, LLC Registered in Wisconsin	Madison, WI	View Report

The following government agencies have contributed data:

Wisconsin Department of Financial Institutions U.S. Department of Labor U.S. Small Business Administration

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