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David Licary

Madison Janesville Illinois Wisconsin Roscoe IL

Legacy Advisor Network
David Licary

Office: 608-442-1400
Direct: 608-442-4271
Fax: 608-442-1444
Email: davidl@legacyadvisornetwork.com

Legacy Advisor Network
2970 Chapel Valley Road Suite 101
Fitchburg, WI 53711

David Licary has over 29 years of experience in the financial industry. David is consistently in the top 25% of Financial Advisors Nationwide according to Securities America. In 2020, he is on track to be in the top 20%. He was a member of the US Army National Guard for 6 years as a Second Lieutenant in Military Intelligence. David creates strong relationships with his clients using a holistic approach to financial planning with the client’s goals in mind.

David is a graduate of the University of Wisconsin-Lacrosse. He has been a Fiduciary since 2015. David earned his designation of Certified Retirement Counselor (CRC) in 2016 and specializes in Retirement Planning. He has a reputation of delivering excellence as a financial advisor.

When he is not working, David is hiking, biking and participating in Iron Man competitions. David and his wife, Lisa, have been married for over 29 years and are the parents of three adult children. David enjoys bird hunting with his dog Wrigley.

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

David’s assistant is Kimberly Zak (link to bio)