1330 23rd Street South
Legacy Wealth Management is home to a team of independent investment management advisors, who specialize in retirement planning, and financial advisory services. Headquartered in Fargo, North Dakota, Legacy Wealth Management was established in 2010, but several of our staff began their involvement with investments in the 1980's and our financial advisors were originally trained at nationally-recognized investment firms. Our approach today, however, is much more Main Street and much less Wall Street.
We have lived in the Fargo-Moorhead, Red River Valley Area most of our lives. We're active in community organizations, charities, educational groups, and we feel like we are a part of this community. When you come in to meet with us, we take the time to get to know you - really get to know you because we believe a major part of our purpose is to build a strong relationship with each of our clients. We have over 25 years of experience and are locally operated.
We also believe strongly in creating a very positive experience for each of our clients. We have dedicated client service associates who will be the first to greet you when you come to our office. In the winter, our fireplace is always on, and all year long, we'll always offer a hot cup of delicious coffee or other beverage along with some warm, friendly conversation when you come in. To us, you're not just another number, you're a person whom we can help.
We are a member of The Chamber of Commerce of Fargo, Moorhead & West Fargo.
President and Financial Advisor
Series 7, 63 & 65 Securities Registrations*, and insurance licensed to provide life, disability, variable life and long-term care coverage.Paul graduated with a degree from Minnesota State University, Moorhead and began his career in...
Series 7 & 66 Securities Registrations*, and insurance licensed to provide life, disability, variable life and long-term care coverage.Brady serves as a licensed financial advisor for Legacy Wealth Management. He graduated from North...
Office Manager and Non-Registered Financial Assistant
Keri graduated from North Dakota State University with a degree in Strategic Communication, with an emphasis on marketing and new media. She is the office and client service manager for Legacy Wealth Management and works very closely...
Non-Registered Financial Assistant
Lindsey graduated from Minnesota State University, cum laude, with an undergraduate degree in Mathematics. At Legacy Wealth Management, she serves as a Workflow Assistant. Her job includes making sure all procedures are completed...
Marketing and Client Relationship Manager
Kay graduated from Minnesota State University, Moorhead with a degree in advertising and public relations. She’s been with our Legacy team since the start in 2010. For the Legacy Wealth Management team, Kay is the client...
Don has over 23 years of experience as a tax practitioner and retirement planner. He has been enrolled to practice before the Internal Revenue Service since August 2002. Don is an integral part of the Team Advisor Approach at Legacy....
Mascot and Greeter
Legacy Agency, our insurance division, is a firm of proven professionals and caring, conscientious people. They are the kind of people you can depend on - such as Dave Meyers. Firmly rooted in Minnesota and North Dakota, we bring many years of accumulated professional experience in our agents and staff.
Legacy Agency is committed to a high standard of excellence as well as establishing a firm relationship of mutual trust and service with each client. For more information, visit the Legacy Agency's website.
*Legacy Agency Inc. is not affiliated with Legacy Wealth Management or Woodbury Financial Services, Inc.