Thoreson Steffes Trust Company
210 Broadway N., Fargo, North Dakota 58102
(701) 478-3344 Suite 400
Thoreson Steffes Trust Company Business Information
- Name:
- Thoreson Steffes Trust Company
- Address:
- 210 Broadway N.
Suite 400 - City:
- Fargo
- State:
- North Dakota, US
- Zip Code:
- 58102
- Telephone:
- (701) 478-3344
- Fax:
- (701) 478-3349
- Website URL:
- http://www.thoresonsteffes.com/
- Facebook:
- n/a
- Twitter:
- n/a
- Categories:
- Financial Advisory Services
Investments - Hours:
- M-F 8am-5pm, Sa-Su Closed
- Services:
n/a - Products:
Equity Investments, Estate tax planning and wealth transfer, Fixed Income, Mutual Funds, REIT's - Brands:
n/a - Coordinates:
- 46.878364, -96.788001
- Accepted Payment:
- Contact:
- [email protected]
About Thoreson Steffes Trust Company
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.
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