Cammie D Banks

Current Employers

Employment History

• 11/2005 → 11/2016
  Legacy Advisor Network, Ltd.
  Madison, WI
• 04/2015 → 11/2016
  Cetera Advisor Networks Llc
  El Segundo, CA
• 11/2016 → 06/2024
  Securities America, Inc.
  Middleton, WI
• 11/2016 → 06/2024
  Securities America Advisors, Inc.
  Middleton, WI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Middleton, WI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Middleton, WI

Previous Registrations

• 2016-11-09 → 2024-06-14
  Securities America Advisors, Inc.
  Fitchburg, WI
  Middleton, WI
• 2015-10-14 → 2016-11-21
  Cetera Wealth Services, Llc
  Madison, WI

Other Businesses

1. LEGACY ADVISOR NETWORK POSITION: Sr. VP; insurance agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 11/01/2005 ADDRESS: 8500 Greenway Blvd., Ste 201 Middleton, WI 53562 DESCRIPTION: Insurance sales. Also support services for financial advisors and insurance agents. 2. SEABANKS PROPERTIES, LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/22/2025 ADDRESS: 805 SUNRISE BAY, Waunakee WI 53597, United States DESCRIPTION: Real estate ownership and future rental 3. CBANKS INCORPORATED POSITION: Sole Member NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/14/2022 ADDRESS: 805 SUNRISE BAY, Waunakee WI 53597, United States DESCRIPTION: S-Corporation for the purpose of paying expenses. 4. BESPOKE WEALTH POSITION: Founder NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2026 ADDRESS: 8500 Greenway Blvd, Suite 201, Middleton WI 53562, United States DESCRIPTION: DBA Disclosure only.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-13

Other Names

• Cammie D. Sorensen
• Cammie D. Banks
• Cammie Sorensen Banks
• Cammie D Sorensen
• Cammie D Sorensen Banks