4609 33rd Ave S
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 LPL Financial Advisor
Series 7, 63 & 65 Securities Registrations* held through LPL Financial, and insurance licensed to provide life, disability, variable life and long-term care coverage.Paul graduated with a degree from Minnesota State University, Moorhead...
LPL Financial Advisor
Series 7 & 66 Securities Registrations* held through LPL Financial, 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...
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...
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...
Mascot and Greeter
Lucy joined the Legacy Wealth Management team in 2017. She is a Shih Tzu/Bichon mix who comes to work nearly every day with her dad, Paul. Lucy is a happy, outgoing, young pup who loves nothing more than being petted, playing fetch,...