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  • 3409 45th St. S, Suite 104, Fargo, ND 58104
  • 120 N 3rd St, Suite 85, Bismarck, ND 58501
  • (701) 365-8083
  • team@legacywealthfargo.com

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  • Our Team

    Click on the photos below to read individual bios of our Team Members.

Paul Meyers

Paul Meyers

President and LPL Financial Advisor
Paul@LegacyWealthFargo.com
Dave McGatlin

Dave McGatlin

Vice President and LPL Financial Advisor
DaveMcGatlin@LegacyWealthFargo.com

Tom Johnson

LPL Registered Assistant
Tom@LegacyWealthFargo.com
Kay Weiss

Kay Weiss

Marketing & Media Specialist

Heather Hughes

Office Manager/HR Administrator
Madison Davis

Madison Davis

Non-Registered Executive Financial Assistant
Nicole Defoe

Nicole Defoe

Non-Registered Executive Financial Assistant

Amanda Waletski

Non-Registered Financial Assistant

Edyn Fosse

Marketing and Promotions Coordinator
David Meyers

David Meyers

LPL Registered Administrative Associate

Lucy Meyers

Mascot & Greeter-in-Chief

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Fargo Location

3409 45th Street South
Suite 104
Fargo, ND 58104

Bismarck Location

120 N 3rd Street
Suite 85 (Lower Level)
Bismarck, ND 58501

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LPL Financial Form CRS. Check the background of your financial professional on FINRA's BrokerCheck. Securities and Advisor Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, FL, CA, CO, IA, IN, MN, ND, SD, WA, WI

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