Richard Dustin Macfarlane

Employer firm

Legacy Wealth, Inc. CRD 337405

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2025 → Present
  Bangerter Financial Services, Inc.
  Roseville, MN
• 06/2013 → Present
  California Probate And Trust, Pc
  Fair Oaks, CA
• 10/2023 → Present
  Richard Dustin Macfarlane, Sole Proprietor
  Fair Oaks, CA
• 07/2025 → Present
  Legacy Wealth, Inc.
  Granite Bay, CA

Previous Registrations

• 2025-04-22 → 2025-09-29
  Bangerter Financial Services, Inc.
  Roseville, CA

Other Businesses

(1.) Richard Dustin MacFarlane, Sole Proprietor; Yes; Fair Oaks, CA; Insurance Agent; 10/2023; 2/ HRS MO; 1/ HR MO (2.) California Probate and Trust, PC; No; Fair Oaks, CA; President/ Owner; 100/ HRS MO; 100/ HRS MO; Estate Planning Law Firm (3). Name of outside business: Legacy Property Sales, LLC; Is the business investment related: No; Location of the business: 6957 Douglas Blvd. Granite Bay CA 95746 United States; Description of the business: real estate broker and/or real estate agent to sell California real estate for law firm clients. ; Position Title: Manager; Start date with business: 2025-07-30; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-13

Other Names

• Dustin Macfarlane
• R Dustin Macfarlane