Thoreson Steffes
210 Broadway N, Fargo, ND 58102
Thoreson Steffes Trust Company was founded with one principle goal: dedicated financial stewardship. Rick Thoreson, Chartered Financial Analyst (CFA), is an experienced wealth management professional focused on portfolio management, investment consulting, and managing equity, fixed income and alternative investment portfolios. Kelly Steffes, J.D., is experienced in practicing law in the areas of estate planning, probate, and trust. Dusty Richter, Certified Financial Planner (CFP), develops tailored financial plans focused on tax, risk, retirement, and estate planning. Charles Peterson, Accredited Farm Management (AFM), serves as farm manager for clients with farm or agricultural assets.
More Business Info
- BBB Rating
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Extra Phones
Fax: 701-478-3349
- Services/Products
- Equity Investments Estate tax planning and wealth transfer Fixed Income Mutual Funds REIT's
- Neighborhood
- Downtown Fargo
- Other Link
- Categories
- Trust Companies, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments
- Other Information
Wheelchair Accessible: Yes