Contact Us

2923 Marketplace Drive, Suite 102
Fitchburg, WI 53719

Phone: 608-442-1500
Toll Free: 800-860-9863
Fax: 608-442-6490

Email Mary Schwartz:mary@legacy-wealth-solutions.com

Email Trevor Linke:trevor@legacy-wealth-solutions.com

Check the background of your financial professional on FINRA's BrokerCheck.

DISCLOSURES
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: WI, AZ, CO, FL, HI, MI, and TX. Cambridge and Legacy Wealth Solutions, LLC are not affiliated.

Cambridge’s Form CRS(Customer Relationship Summary) Form CRS (joincambridge.com)

FINRA.org‍ ‍SIPC.org‍ ‍

The Information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Legacy Wealth Solutions makes no representation as to the completeness of accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.